AUMdb

Tucson Federal Credit Union 401(k) Plan

Sponsored by Tucson Federal Credit Union · EIN 860098798 · Plan #002

Total assets
$7.6M
Net assets
$7.6M
Active participants
143
With balances
168

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
Rbc Capital Markets, Llc CRD 31194 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Rbc Capital Markets Llc Investment advisory (plan) $26,255
Capital Group Retirement Plan Svc Recordkeeping fees $785