Family Savings Credit Union Retirement Plan
Sponsored by Family Savings Credit Union · EIN 630355713 · Plan #001
- Total assets
- $20.0M
- Net assets
- $20.0M
- Active participants
- 278
- With balances
- 295
Plan year beginning 04/15/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 97% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $18,334 |
| Edward Jones | Investment advisory (plan), Direct payment from the plan | $8,627 |
| Orenda Retirement Llc | Contract administrator, Direct payment from the plan, Other services | $6,203 |
| Morningstar Investment Managament L | Investment advisory (participants), Consulting fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |