Max Credit Union Capital Accumulation Plan
Sponsored by Max Credit Union · EIN 364618706 · Plan #002
- Total assets
- $57.3M
- Net assets
- $57.3M
- Active participants
- 291
- With balances
- 377
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James & Associates Inc | Other fees | $14,962 |
| Nationwide | Distribution (12b-1) fees | $13,516 |
| Empower Annuity Insurance Company | Recordkeeping fees | $8,555 |