Suffolk Credit Union Capital Accumulation Plan
Sponsored by Suffolk Credit Union · EIN 112200411 · Plan #033
- Total assets
- $16.0M
- Net assets
- $16.0M
- Active participants
- 175
- With balances
- 234
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 |
|---|---|---|
| Sentinel Pension Advisors, Llc CRD 109901 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sentinel Benefits Group, Llc | Recordkeeping, Consulting (general), Participant loan processing | $39,405 |
| Sentinel Pension Advisors | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $34,682 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (institutional), Direct payment from the plan | $5,165 |