AUMdb

Whitefish Credit Union Association Employees' Pension Plan

Sponsored by Whitefish Credit Union Association · EIN 810208730 · Plan #001

Total assets
$8.6M
Net assets
$8.6M
Active participants
177
With balances
249

Plan year beginning 01/01/2024 · Money purchase, Offset plan, Total participant-directed account

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 $29,832