Achieva Credit Union 401(k) Savings Plan
Sponsored by Achieva Credit Union · EIN 590729366 · Plan #002
- Total assets
- $46.3M
- Net assets
- $46.3M
- Active participants
- 499
- With balances
- 628
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 |
|---|---|---|
| M Holdings Securities, Inc. CRD 43285 | 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 |
|---|---|---|
| M Holdings Securities Inc | Investment advisory (plan) | $65,282 |
| Empower Advisory Group, Llc | Investment management | $3,548 |
| Doeren Mayhew & Co., P.C. | Accounting | $2,000 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $0 |