AUMdb

Utah Community Federal Credit Union Retirement Plan

Sponsored by Utah Community Credit Union · EIN 870231088 · Plan #003

Total assets
$38.8M
Net assets
$38.8M
Active participants
565
With balances
631

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
Onedigital Investment Advisors Llc CRD 106766 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Recordkeeping fees, Account maintenance fees $68,861
Onedigital Investment Advisors Llc Investment advisory (plan) $51,000