Westconsin Credit Union Capital Accumulation Plan
Sponsored by Westconsin Credit Union · EIN 390823125 · Plan #033
- Total assets
- $78.2M
- Net assets
- $78.2M
- Active participants
- 422
- With balances
- 532
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 | $150,711 |
| Board Of Trustees Of Retirement | Trustee (discretionary), Direct payment from the plan | $9,689 |