Trustone Financial Credit Union 401(k) Plan
Sponsored by Trustone Financial Credit Union · EIN 410749255 · Plan #003
- Total assets
- $78.2M
- Net assets
- $78.2M
- Active participants
- 549
- With balances
- 743
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $103,174 |
| Empower Advisory Group, Llc | Investment management | $20,221 |