United Federal Credit Union 401(k) Plan
Sponsored by United Federal Credit Union · EIN 381393400 · Plan #002
- Total assets
- $83.9M
- Net assets
- $83.9M
- Active participants
- 672
- With balances
- 948
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $114,059 |
| Grove Point Advisors Llc | Investment advisory (plan) | $38,647 |
| Roland Criss & Williams Inc Dba Rol | Other fees | $38,301 |
| Empower Advisory Group, Llc | Investment management | $32,587 |