Chickasaw Holding Company Employees' 401(k) Plan
Sponsored by Chickasaw Holding Company · EIN 731370937 · Plan #002 · Sulphur, OK
- Total assets
- $38.5M
- Net assets
- $38.5M
- Active participants
- 197
- With balances
- 290
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 |
|---|---|---|
| Westside Investment Management, Llc CRD 154522 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Westside Investment Management Inc | Investment advisory (plan) | $66,924 |
| Tristar Pension Ltd | Contract administrator | $40,113 |
| Capital Group Retirement Plan Servi | Recordkeeping fees | $4,187 |