Desert Financial Credit Union Retirement Plan
Sponsored by Desert Financial Credit Union · EIN 860096740 · Plan #001
- Total assets
- $5.8K
- Net assets
- $5.8K
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024
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 |
|---|---|---|
| The Angell Pension Group, Inc. | Actuarial | $297,000 |
| Brinker Capital, Inc. | Investment management | $78,987 |
| Penchecks | Trustee (institutional) | $20,795 |