AUMdb

Federated Co Ops, Inc. 401(k) Plan And Trust

Sponsored by Federated Co Ops, Inc. · EIN 411986440 · Plan #002

Total assets
$26.5M
Net assets
$26.5M
Active participants
233
With balances
279

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
Christensen Group Financial, Llc CRD 318144 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $40,420
Christensen Group Financial Llc Investment advisory (plan) $25,000