Unify Financial Federal Credit Union 401(k) Plan
Sponsored by Unify Financial Federal Credit Union · EIN 346541032 · Plan #002
- Total assets
- $66.5M
- Net assets
- $66.5M
- Active participants
- 469
- With balances
- 686
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 |
|---|---|---|
| Fid Inv Inst Ops Co | Participant loan processing, Recordkeeping fees, Account maintenance fees | $35,047 |
| Strategic Advisors | Investment advisory (plan), Direct payment from the plan | $15,587 |