Credit Union 1 Profit Sharing/401(k) Plan
Sponsored by Credit Union 1 · EIN 920021481 · Plan #002
- Total assets
- $34.0M
- Net assets
- $34.0M
- Active participants
- 338
- With balances
- 441
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 |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $56,049 |
| Charles Schwab Bank | Custodial (securities), Shareholder servicing fees | $12,812 |