Suffolk Federal Credit Union And Credit Union Services Llc Cash Balance Retirement Pension Plan
Sponsored by Suffolk Credit Union · EIN 112200411 · Plan #022
- Total assets
- $11.8M
- Net assets
- $11.8M
- Active participants
- 43
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sentinel Pension Advisors, Llc CRD 109901 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sentinel Pension Advisors | Investment advisory (plan), Investment management fees (direct) | $30,518 |
| Sentinel Benefits Group, Llc | Recordkeeping, Consulting (pension), Direct payment from the plan | $23,723 |