Credit Union Of Southern California 401(k) Plan And Trust
Sponsored by Credit Union Of Southern California · EIN 951818041 · Plan #002
- Total assets
- $55.2M
- Net assets
- $55.2M
- Active participants
- 429
- With balances
- 514
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 |
|---|---|---|
| The Baldwin Group Wealth Advisors, Llc CRD 312284 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $57,461 |
| The Baldwin Group Wealth Advisors | Investment advisory (plan) | $56,777 |
| Burnham Gibson | Investment advisory (plan) | $43,953 |