AUMdb

Credit Union Retirement Plan Association 401(k) Plan

Sponsored by Credit Union Retirement Plan Association · EIN 352491258 · Plan #333

Total assets
$2.1B
Net assets
$2.1B
Active participants
19,109
With balances
25,289

Plan year beginning 01/01/2024 · 401(k)

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), Participant loan processing $3,665,298
Ipfs Corporation Insurance services, Direct payment from the plan $123,062
Aon Risk Insurance Services West In Insurance services, Direct payment from the plan $99,948
Mercer Llc Consulting (general), Direct payment from the plan $49,124
Dewitt Llp Legal, Direct payment from the plan $28,300
Board Of Trustees Of Retirement Pro Trustee (discretionary), Direct payment from the plan $26,892
Certus Legal Group Ltd Legal, Direct payment from the plan $20,840
Cliftonlarsonallen Llp Accounting, Direct payment from the plan $12,702
Plan Administration Committee Trustee (discretionary), Direct payment from the plan $7,116