Directions Credit Union 401(k) Plan And Trust
Sponsored by Directions Credit Union · EIN 344475249 · Plan #001
- Total assets
- $18.8M
- Net assets
- $18.8M
- Active participants
- 253
- With balances
- 295
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Onedigital Investment Advisors | Investment advisory (participants) | $19,325 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $6,940 |
| Pension Innovations & Consulting | Plan administrator, Consulting (general), Consulting fees | $5,595 |