Sunwest Federal Credit Union Defined Benefit Plan And Trust
Sponsored by Sunwest Federal Credit Union · EIN 860097752 · Plan #001
- Total assets
- $14.7M
- Net assets
- $14.7M
- Active participants
- 88
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Advanced Capital Group, Inc. CRD 109673 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| October Three Consulting Llc | Actuarial | $38,806 |
| Advanced Capital Group, Inc. | Investment advisory (plan) | $31,963 |
| Us Bank | Trustee (institutional) | $7,551 |
| Alera Group Inc. | Trustee (institutional) | $6,789 |