Credit Union Of Texas 401(k) Plan
Sponsored by Credit Union Of Texas · EIN 750225045 · Plan #003
- Total assets
- $26.7M
- Net assets
- $26.7M
- Active participants
- 582
- With balances
- 618
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $56,663 |
| Creative Planning, Llc | Investment advisory (plan), Direct payment from the plan | $43,945 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |
| Creative Planning, Llc | Investment advisory (participants), Consulting fees | $0 |