Nuvision Federal Credit Union Savings Plan
Sponsored by Nuvision Federal Credit Union · EIN 951644517 · Plan #002
- Total assets
- $69.4M
- Net assets
- $69.4M
- Active participants
- 541
- With balances
- 792
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $86,976 |
| Wright Ford Young & Co | Consulting (general), Direct payment from the plan | $14,750 |
| Multnomah Group, Inc. | Consulting (general), Insurance services, Insurance brokerage commissions | $11,625 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |