San Francisco Fire Credit Union 401(k) Plan & Trust
Sponsored by San Francisco Fire Credit Union · EIN 941209440 · Plan #002
- Total assets
- $30.2M
- Net assets
- $30.2M
- Active participants
- 168
- With balances
- 268
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| World Investment Advisors Llc | Investment advisory (plan) | $69,707 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $17,716 |