AUMdb

Unitus Community Credit Union 401(k) Plan

Sponsored by Unitus Community Credit Union · EIN 930243503 · Plan #004

Total assets
$52.6M
Net assets
$52.6M
Active participants
311
With balances
408

Plan year beginning 01/01/2024 · 401(k)

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
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $56,136
Charles Schwab Bank Custodial (securities), Shareholder servicing fees $0