Gulf Winds Credit Union 401 K Plan And Trust
Sponsored by Gulf Winds Credit Union · EIN 596143861 · Plan #002
- Total assets
- $14.1M
- Net assets
- $14.1M
- Active participants
- 221
- With balances
- 283
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 |
|---|---|---|
| Reedmark Advisors, Llc CRD 173760 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Reedmark Advisors, Llc | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $45,846 |
| Benefit Plans Admin Services | Recordkeeping, Investment management fees (direct), Other fees | $21,772 |