AUMdb

Community 1 St Credit Union 401(k) Plan

Sponsored by Community 1 St Credit Union · EIN 420686459 · Plan #033

Total assets
$23.5M
Net assets
$23.5M
Active participants
280
With balances
291

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
Ifp Advisors, Llc CRD 125112 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Independent Financial Partners Investment advisory (participants) $67,668