Arizona Financial Credit Union Capital Accumulation Plan
Sponsored by Arizona Financial Credit Union · EIN 860101004 · Plan #033
- Total assets
- $66.7M
- Net assets
- $66.7M
- Active participants
- 695
- With balances
- 907
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 |
|---|---|---|
| World Investment Advisors, Llc CRD 208512 | deterministic · 100% | 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 |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $28,679 |
| Saalfeld Griggs Pc | Other fees | $7,497 |
| World Investment Advisors, Llc | Investment advisory (plan), Other fees | $7,064 |
| Empower Advisory Group, Llc | Investment management | $44 |