American Heritage Federal Credit Union 401(k) Plan And Trust
Sponsored by American Heritage Federal Credit Union · EIN 231370526 · Plan #002
- Total assets
- $49.5M
- Net assets
- $49.5M
- Active participants
- 625
- With balances
- 763
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 |
|---|---|---|
| Envestnet Retirement Solutions, Llc CRD 171570 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cmfg Life Insurance Company | Recordkeeping, Consulting (pension), Investment management | $111,896 |
| Envestnet Retirement Solutions, Llc | Investment advisory (plan), Investment management fees (direct) | $9,587 |