Schoolsfirst Federal Credit Union 401(k) Retirement Plan
Sponsored by Schoolsfirst Federal Credit Union · EIN 951068595 · Plan #002
- Total assets
- $440M
- Net assets
- $440M
- Active participants
- 2,905
- With balances
- 3,481
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 |
| Creative Planning Institutional Advisors, Llc, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Co. | Recordkeeping, Participant loan processing, Direct payment from the plan | $144,284 |
| Empower Advisory Group, Llc | Investment advisory (participants), Investment management, Direct payment from the plan | $126,708 |
| Sageview Advisory Group Llc | Investment advisory (plan) | $45,000 |