Hfcu Retirement Plan
Sponsored by Houston Federal Credit Union · EIN 746050685 · Plan #001
- Total assets
- $11.8M
- Net assets
- $11.8M
- Active participants
- 179
- With balances
- 213
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James | Investment advisory (plan) | $28,077 |
| Empower Annuity Insurance Company | Recordkeeping fees | $22,670 |
| Lpl Financial | Investment advisory (plan) | $1,974 |