Community Resource Credit Union Pension Plan
Sponsored by Community Resource Credit Union · EIN 741109927 · Plan #001 · Baytown, TX
- Total assets
- $35.7M
- Net assets
- $35.7M
- Active participants
- 67
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Actuarial, Claims processing, Recordkeeping | $122,801 |
| Gallagher Fiduciary Advisors, Llc | Investment advisory (plan), Consulting fees | $83,726 |