America First Credit Union 401(k) Plan And Trust
Sponsored by America First Credit Union Dba America First Credit Union · EIN 870216202 · Plan #002
- Total assets
- $143M
- Net assets
- $143M
- Active participants
- 3,403
- With balances
- 3,643
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman Inc. | Recordkeeping, Participant loan processing, Direct payment from the plan | $287,279 |
| Morgan Stanley & Co. Llc | Investment advisory (plan), Direct payment from the plan | $66,834 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (directed), Shareholder servicing fees | $22,144 |
| Charles Schwab & Co., Inc. | Custodial (securities), Shareholder servicing fees | $0 |