Peach State Federal Credit Union 401(k) Profit Sharing Plan
Sponsored by Peach State Federal Credit Union · EIN 586034029 · Plan #002
- Total assets
- $23.8M
- Net assets
- $23.8M
- Active participants
- 219
- With balances
- 246
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 |
|---|---|---|
| Abound Wealth Management, Llc CRD 285903 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Abound Wealth Management | Investment advisory (plan) | $87,484 |
| Fidelity Investment Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $8,045 |