AUMdb

Greater Iowa Credit Union 401(k) Plan

Sponsored by Greater Iowa Credit Union · EIN 420664060 · Plan #003

Total assets
$10.4M
Net assets
$10.4M
Active participants
138
With balances
147

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
First Community Trust, N.A. Investment advisory (plan) $23,949
Epic Retirement Plan Services Recordkeeping, Participant communication $16,936
Charles Schwab & Co., Inc. Shareholder servicing fees $0