AUMdb

Travis Credit Union 401(k) Retirement Plan

Sponsored by Travis Credit Union · EIN 941242831 · Plan #002

Total assets
$75.2M
Net assets
$75.2M
Active participants
605
With balances
840

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
The Vanguard Group, Inc. Recordkeeping, Consulting (general), Trustee (directed) $78,861
Turner,Warren,Hwang&Conrad Accounta Other fees $14,903