Elevations Credit Union Capital Accumulation Plan
Sponsored by Elevations Credit Union · EIN 840459116 · Plan #033 · Broomfield, CO
- Total assets
- $78.2M
- Net assets
- $78.2M
- Active participants
- 573
- With balances
- 670
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $69,853 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $11,004 |