Community Resource Credit Union 401(k) Plan
Sponsored by Community Resource Credit Union · EIN 741109927 · Plan #002
- Total assets
- $16.1M
- Net assets
- $16.1M
- Active participants
- 164
- With balances
- 197
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 |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $55,379 |
| Gallagher Fiduciary Advisors, Llc | Investment advisory (plan), Consulting fees | $37,300 |