Mazuma Credit Union 401(k) Success Sharing Plan
Sponsored by Mazuma Credit Union · EIN 440544335 · Plan #002
- Total assets
- $22.5M
- Net assets
- $22.5M
- Active participants
- 272
- With balances
- 308
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 |
|---|---|---|
| Two West Capital Advisors Llc CRD 154543 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Two West Capital Advisor Llc | Investment advisory (plan) | $57,815 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $30,085 |