AUMdb

Randolph Brooks Federal Credit Union 401(k) Plan

Sponsored by Randolph Brooks Federal Credit Union · EIN 741185010 · Plan #002 · Live Oak, TX

Total assets
$324M
Net assets
$324M
Active participants
2,422
With balances
2,763

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Strategic Advisors, Inc. Investment advisory (plan) $7,786
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$15,241