AUMdb

Truity Federal Credit Union Capital Accumulation Plan

Sponsored by Truity Federal Credit Union · EIN 730561962 · Plan #033

Total assets
$34.6M
Net assets
$34.6M
Active participants
227
With balances
292

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
Cmfg Life Insurance Company Recordkeeping, Consulting (pension), Investment management $65,709