Generations Community Federal Credit Union 401(k) Plan
Sponsored by Generations Community Federal Credit Union · EIN 741117333 · Plan #001
- Total assets
- $15.9M
- Net assets
- $15.9M
- Active participants
- 186
- With balances
- 235
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan), Investment management fees (direct) | $29,384 |
| Fid Inv Inst Ops Co | Participant loan processing, Direct payment from the plan, Sub-transfer agency fees | $6,347 |