AUMdb

Profed Retirement Readiness 401(k) Plan

Sponsored by Profed Federal Credit Union · EIN 350886187 · Plan #001

Total assets
$16.4M
Net assets
$16.4M
Active participants
178
With balances
163

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
United Planners Financial Services Investment advisory (plan) $31,601
Empower Annuity Insurance Company Recordkeeping fees $22,013
Empower Advisory Group,Llc Investment management $3,886
Retirement Plan Concepts & Services Contract administrator $1,500