AUMdb

Redwood Credit Union 401(k) Retirement Plan

Sponsored by Redwood Credit Union · EIN 941244186 · Plan #001

Total assets
$104M
Net assets
$104M
Active participants
912
With balances
1,079

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
Milliman Recordkeeping, Consulting (general), Consulting (pension) $76,716
Charles Schwab Trust Bank Custodial (securities), Trustee (directed), Direct payment from the plan $13,168
Charles Schwab & Co. Inc. Custodial (securities), Shareholder servicing fees $0