Coosa Valley Credit Union Retirement Savings Plan
Sponsored by Coosa Valley Credit Union · EIN 580664019 · Plan #002
- Total assets
- $10.9M
- Net assets
- $10.9M
- Active participants
- 128
- With balances
- 147
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 |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $53,862 |
| Pension Financial Services Inc, | Investment advisory (plan), Contract administrator | $1,092 |