University Federal Credit Union 401(k) Profit Sharing Plan
Sponsored by University Federal Credit Union · EIN 741160132 · Plan #001
- Total assets
- $127M
- Net assets
- $127M
- Active participants
- 749
- With balances
- 849
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, Inc. | Recordkeeping, Participant loan processing, Direct payment from the plan | $77,951 |
| Doeren Mayhew Assurance | Accounting, Direct payment from the plan | $18,000 |
| Charles Schwab Trust Bank | Trustee (directed), Custodial (securities), Shareholder servicing fees | $0 |
| Charles Schwab & Co. Inc. | Custodial (securities), Trustee (directed), Shareholder servicing fees | $0 |