Wheelhouse Credit Union 401(k) Plan
Sponsored by Wheelhouse Credit Union · EIN 951593663 · Plan #002
- Total assets
- $8.3M
- Net assets
- $8.3M
- Active participants
- 73
- With balances
- 110
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 |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 97% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cambridge Investment Research Inc | Investment advisory (plan) | $27,718 |
| Empower Annuity Insurance Company | Recordkeeping fees | $13,331 |
| Empower Advisory Group, Llc | Investment management | $6,829 |