Yavapai Apache Nation Enterprise 401(k) Retirement Plan
Sponsored by Yavapai Apache Nation · EIN 860210241 · Plan #003
- Total assets
- $7.5M
- Net assets
- $7.5M
- Active participants
- 434
- With balances
- 433
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Consulting Group | Recordkeeping, Investment advisory (participants), Investment advisory (plan) | $6,342 |
| Charles Schwab Bank/Trust Company | Custodial (other), Custodial (securities), Investment management fees (indirect) | $1,453 |
| Charles Schwab & Co. Inc. | Custodial (other), Custodial (securities), Shareholder servicing fees | $0 |