United Nations Federal Credit Union 401(k) Plan And Trust
Sponsored by United Nations Federal Credit Union · EIN 131628594 · Plan #001
- Total assets
- $159M
- Net assets
- $159M
- Active participants
- 694
- With balances
- 862
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners Llc Dba Captr | Investment advisory (plan) | $27,500 |
| Empower Life & Annuity Insurance Co | Recordkeeping fees | $26,448 |