AUMdb

Allegacy Retirement Savings Plan

Sponsored by Allegacy Federal Credit Union · EIN 566087383 · Plan #001

Total assets
$51.6M
Net assets
$51.6M
Active participants
400
With balances
511

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
John Hancock Recordkeeping, Claims processing, Shareholder servicing fees $76,346