Unify Financial Credit Union Pension Plan
Sponsored by Unify Financial Credit Union · EIN 346541032 · Plan #001
- Total assets
- $91.8M
- Net assets
- $91.8M
- Active participants
- 224
- 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 |
|---|---|---|
| Fid Inst Asset Mgmt Trust Co | Investment management, Investment management fees (direct) | $376,649 |