Southeast Financial Credit Union Defined Benefit Plan And Trust
Sponsored by Southeast Financial Credit Union · EIN 620382058 · Plan #001
- Total assets
- $11.0M
- Net assets
- $11.0M
- Active participants
- 110
- With balances
- 0
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Stancorp Financial Group | Contract administrator, Recordkeeping, Investment management | $9,975 |