AUMdb

Sharonview Federal Credit Union 401(k) Plan

Sponsored by Sharonview Federal Credit Union · EIN 566048692 · Plan #002

Total assets
$45.0M
Net assets
$45.0M
Active participants
276
With balances
335

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $82,411
Resources Investment Advisors Investment advisory (plan), Other fees $0