Redwood Credit Union Target Benefit Plan
Sponsored by Redwood Credit Union · EIN 941244186 · Plan #002
- Total assets
- $36.1M
- Net assets
- $36.1M
- Active participants
- 109
- With balances
- 138
Plan year beginning 01/01/2024 · Target benefit, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman | Recordkeeping, Consulting (general), Consulting (pension) | $26,365 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (directed), Direct payment from the plan | $3,504 |
| Charles Schwab & Co. Inc. | Custodial (securities), Shareholder servicing fees | $0 |