Clearview Federal Credit Union 401(k) Plan And Trust
Sponsored by Clearview Federal Credit Union · EIN 526051818 · Plan #001
- Total assets
- $27.3M
- Net assets
- $27.3M
- Active participants
- 393
- With balances
- 448
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | 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 | $82,529 |
| Global Retirement Partners Llc | Investment advisory (plan) | $55,590 |
| Definiti | Contract administrator | $5,092 |
| Empower Advisory Group Llc | Investment management | $207 |