Avadian Credit Union Defined Benefit Plan
Sponsored by Avadian Credit Union · EIN 630207315 · Plan #001
- Total assets
- $36.5M
- Net assets
- $36.5M
- Active participants
- 80
- 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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fid Inv Inst Ops Co | Actuarial, Recordkeeping, Consulting (pension) | $98,233 |
| Capfinancial Partners, Llc | Investment advisory (plan), Direct payment from the plan | $60,000 |
| Standard Retirement Services | Recordkeeping, Custodial (other), Direct payment from the plan | $0 |
| Gallagher Benefit Services, Inc. | Actuarial, Direct payment from the plan | $0 |