Pima Federal Credit Union Defined Benefit Plan And Trust
Sponsored by Pima Federal Credit Union · EIN 860124950 · Plan #001
- Total assets
- $25.8M
- Net assets
- $25.8M
- Active participants
- 103
- With balances
- 0
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Rbc/Vance Falbaum | Investment advisory (plan), Investment management fees (direct) | $49,730 |
| Cmfg Life Insurance Company | Actuarial, Recordkeeping, Consulting (pension) | $47,438 |