AUMdb

Cfcu Community Credit Union 401(k) Plan

Sponsored by Cfcu Community Credit Union · EIN 150574036 · Plan #002

Total assets
$34.6M
Net assets
$34.6M
Active participants
220
With balances
289

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
Hays Financial Group, Llc CRD 306877 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
The Hays Financial Group, Llc Investment advisory (plan) $46,743
Empower Life & Annuity Insurance Co Recordkeeping fees $9,341
Empower Advisory Group, Llc Investment management $2,550