Ventura County Credit Union 401(k) Profit Sharing Plan
Sponsored by Ventura County Credit Union · EIN 951790568 · Plan #001
- Total assets
- $22.1M
- Net assets
- $22.1M
- Active participants
- 178
- With balances
- 331
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 |
|---|---|---|
| Integrity Wealth Advisors, Inc. CRD 281708 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Integrity Wealth Advisors Inc | Investment advisory (plan), Direct payment from the plan | $58,452 |
| Ascensus Llc | Recordkeeping, Float revenue, Participant loan processing | $31,561 |