AUMdb

First Florida Credit Union 401(k) Profit Sharing Plan

Sponsored by First Florida Credit Union · EIN 590705380 · Plan #003

Total assets
$22.8M
Net assets
$22.8M
Active participants
202
With balances
257

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
Onedigital Investment Advisors Llc CRD 106766 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
John Hancock Recordkeeping, Recordkeeping fees, Participant loan processing $38,969
Onedigital Investment Advisors Llc Investment advisory (plan), Other investment fees and expenses $12,135