AUMdb

Smart Financial Credit Union Employees Pension Plan

Sponsored by Smart Financial Credit Union · EIN 740695355 · Plan #004

Total assets
$52.0M
Net assets
$52.0M
Active participants
158
With balances
0

Plan year beginning 01/01/2024

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
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $73,753