Centris Federal Credit Union Retirement Plan
Sponsored by Centris Federal Credit Union · EIN 470376036 · Plan #001
- Total assets
- $34.1M
- Net assets
- $34.1M
- Active participants
- 52
- With balances
- 0
Plan year beginning 04/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capital Bank And Trust Company CRD 170017 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $117,806 |
| Capital Bank And Trust | Investment advisory (plan), Direct payment from the plan | $30,607 |