AUMdb

Squaxin Island Tribe And Island Enterprise 401(k) Plan

Sponsored by Squaxin Island Tribe · EIN 910922254 · Plan #002

Total assets
$28.4M
Net assets
$28.4M
Active participants
410
With balances
582

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
180 Wealth Advisors, Llc CRD 284921 fuzzy_auto · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
180 Wealth Advisor Investment advisory (plan), Direct payment from the plan $66,187
Ascensus Llc Other commissions, Other fees, Recordkeeping $8,535