Alloya Corporate Federal Credit Union Savings Retirement Plan
Sponsored by Alloya Corporate Federal Credit Union · EIN 452090875 · Plan #003
- Total assets
- $74.6M
- Net assets
- $74.6M
- Active participants
- 202
- With balances
- 293
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 |
|---|---|---|
| Cerity Partners Retirement Plan Advisors Llc CRD 164198 | fuzzy_auto · 96% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cerity Partners Retirement Plan | Investment advisory (plan) | $51,606 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $40,931 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $12,242 |