Pima Federal Credit Union 401(k) Plan And Trust
Sponsored by Pima Federal Credit Union · EIN 860124950 · Plan #003
- Total assets
- $7.1M
- Net assets
- $7.1M
- Active participants
- 124
- With balances
- 146
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 |
|---|---|---|
| Rbc Capital Markets, Llc CRD 31194 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cpi Qualified Plan Consultants, Inc | Recordkeeping, Consulting (pension), Participant loan processing | $14,457 |
| Rbc Capital Markets, Llc | Investment advisory (plan), Direct payment from the plan | $12,229 |