AUMdb

Bois Forte Enterprises 401(k) Retirement Plan

Sponsored by Fortune Bay Resort And Casino · EIN 411482604 · Plan #002

Total assets
$10.6M
Net assets
$10.6M
Active participants
134
With balances
202

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
Ubs Financial Services Inc. CRD 8174 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $51,559
Ubs Financial Services Inc Investment advisory (plan) $29,047