AUMdb

Los Angeles Federal Credit Union Profit/Sharing 401(k) Plan

Sponsored by Los Angeles Federal Credit Union · EIN 396663299 · Plan #002 · Glendale, CA

Total assets
$41.3M
Net assets
$40.4M
Active participants
182
With balances
197

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
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $25,013
Strategic Advisors, Inc. Investment advisory (plan) $13,295