Communityamerica Credit Union 401(k) Savings Plan
Sponsored by Communityamerica Credit Union · EIN 446015072 · Plan #002
- Total assets
- $578M
- Net assets
- $577M
- Active participants
- 1,067
- With balances
- 2,401
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Executive Director | Direct payment from the plan, Employee (plan) | $206,162 |
| Fiducient Advisors Llc | Consulting (general), Direct payment from the plan | $96,658 |
| Empower Annuity Insurance Company | Recordkeeping fees, Recordkeeping, Direct payment from the plan | $93,951 |
| Ima Financial Group | Insurance services, Direct payment from the plan | $51,985 |
| Empower Advisory Group, Llc | Investment management, Direct payment from the plan | $39,069 |
| Cbiz Cpas P.C. | Accounting, Direct payment from the plan | $36,750 |
| Vincent Lombardi | Direct payment from the plan, Investment advisory (plan) | $21,475 |
| Thompson Coburn Llp | Legal, Direct payment from the plan | $12,487 |
| Paragon Office Property Group Llc | Other services, Direct payment from the plan | $7,505 |
| Marco | Other fees, Direct payment from the plan | $6,666 |