Cornerstone Community Financial Credit Union 401(k) Plan
Sponsored by Cornerstone Community Financial Credit Union · EIN 381418001 · Plan #002
- Total assets
- $10.4M
- Net assets
- $10.4M
- Active participants
- 92
- With balances
- 131
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cap Financial Partners, Llc | Investment advisory (plan) | $26,140 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$2,806 |