AUMdb

Day Air Credit Union, Inc. 401(k) Plan

Sponsored by Day Air Credit Union, Inc. · EIN 310546041 · Plan #002

Total assets
$10.4M
Net assets
$10.3M
Active participants
107
With balances
124

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
Everhart Financial Group Inc CRD 107091 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $30,756
Everhart Advisors Investment advisory (plan), Consulting fees $22,464