AUMdb

Quinault Nation Enterprise Board 401(k) Plan & Trust

Sponsored by Quinault Corporate · EIN 364947975 · Plan #001

Total assets
$10.6M
Net assets
$10.6M
Active participants
384
With balances
505

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
Usi Advisors, Inc. CRD 108113 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Ascensus Llc Other commissions, Other fees, Recordkeeping fees $41,297
Moss Adams Llp Accounting, Direct payment from the plan $22,547
Usi Advisors Inc Investment advisory (plan), Direct payment from the plan $22,078