Commonwealth One Federal Credit Union 401(k) Plan
Sponsored by Commonwealth One Federal Credit Union · EIN 530197031 · Plan #002
- Total assets
- $9.5M
- Net assets
- $9.5M
- Active participants
- 86
- With balances
- 123
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Grove Point Investments, Llc | Investment advisory (plan) | $8,798 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $4,725 |
| Minnesota Life Insurance Company | Contract administrator, Recordkeeping, Investment management | $2,339 |
| Empower Advisory Group, Llc | Investment management | $174 |