Del One Federal Credit Union 401(k) Plan
Sponsored by Del One Federal Credit Union · EIN 510098799 · Plan #002
- Total assets
- $10.4M
- Net assets
- $10.4M
- Active participants
- 168
- With balances
- 214
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $96,286 |
| Limestone Pension Associates Llc | Contract administrator, Other services, Direct payment from the plan | $7,274 |
| Kestra Advisory Services, Llc | Investment advisory (plan), Other fees | $0 |
| Wilshire Associates Llc | $0 |