Veridian Credit Union 401(k) Plan And Trust
Sponsored by Veridian Credit Union · EIN 421132695 · Plan #002
- Total assets
- $199M
- Net assets
- $199M
- Active participants
- 1,016
- With balances
- 1,173
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 96% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners Llc Dba Captr | Investment advisory (plan) | $223,487 |
| Empower Annuity Insurance Company | Recordkeeping fees | $53,264 |
| Empower Advisory Group, Llc | Investment management | $52,718 |
| Mcgladrey Llp | Accounting | $16,291 |