AUMdb

University Of Kentucky Federal Credit Union 401(k) Retirement Plan

Sponsored by U Of Kentucky Federal Credit Union · EIN 616031223 · Plan #001

Total assets
$21.9M
Net assets
$21.9M
Active participants
266
With balances
315

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
Cerity Partners Llc CRD 151559 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Cerity Partners Investment advisory (plan), Direct payment from the plan $61,674
Newport Group, Inc. Recordkeeping, Recordkeeping fees, Other fees $10,036