Twinstar Credit Union Profit Sharing And 401(k) Salary Reduction Plan
Sponsored by Twinstar Credit Union · EIN 910440744 · Plan #002
- Total assets
- $85.7M
- Net assets
- $85.7M
- Active participants
- 804
- With balances
- 1,027
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alera Group Inc Dba Alera Investmen | Investment advisory (plan) | $112,211 |
| Empower Annuity Insurance Company O | Recordkeeping fees, Other fees | $69,171 |
| Prime Pensions Northwest Llc | Other services, Other fees | $54,661 |
| Jones & Roth | Accounting | $41,250 |
| Empower Advisory Group, Llc | Investment management | $39,006 |