Philadelphia Federal Credit Union Capital Accumulation Plan
Sponsored by Philadelphia Federal Credit Union · EIN 231502500 · Plan #033
- Total assets
- $47.0M
- Net assets
- $47.0M
- Active participants
- 263
- With balances
- 336
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Profit-sharing, Total participant-directed account
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 |
|---|---|---|
| Cmfg Life Insurance Company | Recordkeeping, Consulting (pension), Investment management | $137,875 |
| Board Of Trustees Of Retirement Pro | Trustee (discretionary), Direct payment from the plan | $5,898 |