Altaone Federal Credit Union 401(k) Plan
Sponsored by Altaone Federal Credit Union · EIN 951658623 · Plan #002
- Total assets
- $10.7M
- Net assets
- $10.7M
- Active participants
- 186
- With balances
- 245
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $34,697 |
| Sageview Advisory Group, Llc | Investment advisory (plan), Direct payment from the plan | $24,716 |
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $450 |