Credit Union One Capital Accumulation Plan
Sponsored by Credit Union One · EIN 380536242 · Plan #033
- Total assets
- $30.6M
- Net assets
- $30.6M
- Active participants
- 338
- With balances
- 407
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 |
|---|---|---|
| Hantz Financial Services, Inc. CRD 46047 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $63,174 |
| Hantz Financial Services Inc | Investment advisory (plan) | $43,609 |
| Empower Advisory Group, Llc | Investment management | $2,730 |