Sierra Central Credit Union 401(k) Retirement Plan
Sponsored by Sierra Central Credit Union · EIN 941484851 · Plan #008
- Total assets
- $20.4M
- Net assets
- $20.4M
- Active participants
- 223
- With balances
- 309
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | fuzzy_auto · 94% | 2024 |
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $55,337 |
| Lpl Financial Corporation Rpcp | Investment advisory (plan), Consulting fees | $18,279 |
| Global Retirement Partners, Llc | Investment advisory (plan), Consulting fees | $6,283 |
| Charles Schwab | Custodial (securities), Shareholder servicing fees | $0 |