AUMdb

Connex Credit Union, Inc. 401(k) Plan And Trust

Sponsored by Connex Credit Union, Inc. · EIN 060655052 · Plan #002 · North Haven, CT

Total assets
$19.5M
Net assets
$19.5M
Active participants
162
With balances
191

Plan year beginning 01/01/2024 · 401(k)

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
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $2,706