Kitsap Credit Union 401(k) Retirement
Sponsored by Kitsap Credit Union · EIN 910333066 · Plan #003
- Total assets
- $32.3M
- Net assets
- $32.3M
- Active participants
- 319
- With balances
- 479
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 |
|---|---|---|
| Alera Investment Advisors, Llc CRD 287906 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $55,879 |
| Alera Investment Advisors, Llc | Investment advisory (plan), Consulting fees | $42,754 |