Sunward Federal Credit Union Employees' Cash Balance Pension Plan
Sponsored by Sunward Federal Credit Union · EIN 850113445 · Plan #001
- Total assets
- $111M
- Net assets
- $111M
- Active participants
- 360
- 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 |
|---|---|---|
| Cmfg Life Insurance Company | Actuarial, Recordkeeping, Consulting (pension) | $98,845 |
| Trusteed Retirement Program | Trustee (individual), Investment advisory (plan), Investment management fees (direct) | $15,281 |