Patriot Federal Credit Union Capital Accumulation Plan
Sponsored by Patriot Federal Credit Union · EIN 251150379 · Plan #003
- Total assets
- $17.6M
- Net assets
- $17.6M
- Active participants
- 178
- With balances
- 207
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 |
|---|---|---|
| Mml Investors Services, Llc CRD 10409 | deterministic · 100% | 2024 |
| Tribridge Partners Financial Llc CRD 326489 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $6,671 |
| Mml Investors Services Llc | Investment advisory (plan), Other fees | $0 |
| Tribridge Partners Financial Llc | Investment advisory (plan), Other fees | $0 |