AUMdb

Addition Financial Credit Union 401(k) Profit Sharing Plan

Sponsored by Addition Financial Credit Union Dba Addition Financial · EIN 590678236 · Plan #001

Total assets
$50.2M
Net assets
$50.2M
Active participants
432
With balances
649

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
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $70,476