Everwise Credit Union 401(k) Plan
Sponsored by Everwise Credit Union · EIN 350702986 · Plan #002
- Total assets
- $94.1M
- Net assets
- $94.1M
- Active participants
- 739
- With balances
- 869
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Members Capital Advisors, Inc. CRD 105960 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cmfg Life Insurance Company | Contract administrator, Direct payment from the plan, Other fees | $95,140 |
| Members Capital Advisors, Inc | Investment advisory (plan), Direct payment from the plan, Other fees | $62,602 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $53,370 |
| Creative Planning, Llc | Investment advisory (participants), Consulting fees | $0 |