Tropical Financial Credit Union 401(k) Profit Sharing Plan
Sponsored by Tropical Financial Credit Union · EIN 590637653 · Plan #003
- Total assets
- $18.4M
- Net assets
- $18.4M
- Active participants
- 176
- With balances
- 209
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 |
|---|---|---|
| United Capital Financial Advisors, Llc CRD 134600 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Triad Hybrid Solutions, Llc | Investment advisory (plan) | $39,410 |
| John Hancock | Recordkeeping, Participant loan processing, Float revenue | $20,754 |
| United Capital Financial Advisors | Investment advisory (plan) | $9,043 |