Dfcu Financial 401(k) Plan
Sponsored by Dfcu Financial · EIN 381350130 · Plan #002
- Total assets
- $131M
- Net assets
- $131M
- Active participants
- 626
- With balances
- 807
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 |
|---|---|---|
| Gregory J. Schwartz & Co., Inc. CRD 7294 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwartz & Co. | Investment advisory (participants) | $101,378 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$75,722 |