Heritage Family Federal Credit Union Defined Benefit Plan And Trust
Sponsored by Heritage Family Federal Credit Union · EIN 030214269 · Plan #003
- Total assets
- $21.7M
- Net assets
- $21.7M
- Active participants
- 90
- With balances
- 0
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Stancorp Financial Group | Actuarial, Claims processing, Recordkeeping | $61,086 |