Selco Community Credit Union Retirement Contribution Plan
Sponsored by Selco Community Credit Union · EIN 930163693 · Plan #002
- Total assets
- $48.7M
- Net assets
- $48.7M
- Active participants
- 455
- With balances
- 557
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 |
|---|---|---|
| Roehl & Yi Investment Advisors, Llc CRD 109258 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Roehl & Yi Investment Adv Llc | Investment advisory (participants) | $65,389 |
| John Hancock | Recordkeeping fees | $63,483 |
| Prime Pensions Northwest, Llc | Other services, Other fees | $16,234 |
| Moss Adams Llp | Accounting | $6,300 |