Service Federal Credit Union Retirement Pension Plan
Sponsored by Service Federal Credit Union · EIN 020240752 · Plan #022
- Total assets
- $54.9M
- Net assets
- $54.9M
- Active participants
- 339
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Columbia Management Investment Advisers, Llc CRD 108257 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $122,196 |
| Columbia Management Invest Svc Corp | Investment advisory (plan), Direct payment from the plan | $51,668 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |