Collins Community Credit Union 401(k) Plan And Tru
Sponsored by Collins Community Credit Union · EIN 420190489 · Plan #023
- Total assets
- $23.2M
- Net assets
- $23.2M
- Active participants
- 190
- With balances
- 286
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 |
|---|---|---|
| Intellicents Investment Solutions Inc CRD 107498 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Intellicents Investment Solutions | Trustee (discretionary), Investment advisory (plan) | $70,253 |
| Oneamerica Retirement Services | Recordkeeping, Participant loan processing, Participant communication | $37,987 |
| Matrix Trust Company | Custodial (other), Custodial (securities), Trustee (institutional) | $0 |