Sidney Federal Credit Union 401(k) Plan
Sponsored by Sidney Federal Credit Union · EIN 150540550 · Plan #002
- Total assets
- $25.5M
- Net assets
- $25.5M
- Active participants
- 196
- With balances
- 223
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors | Investment advisory (plan), Direct payment from the plan | $59,881 |
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $34,506 |