AUMdb

Scott Credit Union 401(k) Plan

Sponsored by Scott Credit Union · EIN 370732817 · Plan #003

Total assets
$20.7M
Net assets
$20.7M
Active participants
340
With balances
431

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
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $20,957
Benefit Plans Plus, Llc Recordkeeping, Participant loan processing, Recordkeeping fees $15,495
Mesirow Financial, Inc. Investment advisory (plan) $3,952