United Heritage Credit Union Employees' 401 K Plan
Sponsored by United Heritage Credit Union · EIN 741288659 · Plan #002
- Total assets
- $10.9M
- Net assets
- $10.9M
- Active participants
- 208
- With balances
- 184
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 |
|---|---|---|
| Tcg Holdings | Claims processing, Recordkeeping | $84,859 |