Retirement Plan And Trust For Employees Of Credit Human Federal Credit Union
Sponsored by Credit Human Federal Credit Union · EIN 740956027 · Plan #001
- Total assets
- $181M
- Net assets
- $181M
- Active participants
- 746
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Delaware Investments | Investment advisory (plan), Direct payment from the plan, Investment management fees (direct) | $187,859 |
| Morgan Stanley | Investment advisory (plan), Direct payment from the plan, Investment management fees (direct) | $63,654 |