AUMdb

Whitefish Credit Union Association Employee 401(k) Plan

Sponsored by Whitefish Credit Union Association · EIN 810208730 · Plan #002

Total assets
$11.4M
Net assets
$11.4M
Active participants
216
With balances
253

Plan year beginning 01/01/2024 · 401(k)

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
Cmfg Life Insurance Company Recordkeeping, Consulting (pension), Investment management $41,878