Hapo Community Credit Union Employee Investment Plan
Sponsored by Hapo Community Credit Union · EIN 911792217 · Plan #002
- Total assets
- $29.7M
- Net assets
- $29.7M
- Active participants
- 514
- With balances
- 630
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 |
|---|---|---|
| Petersen Hastings Investment Mgmt | Investment advisory (participants), Investment advisory (plan), Investment management | $111,643 |
| Randall & Hurley, Inc. | Recordkeeping, Participant loan processing, Participant communication | $27,066 |
| Matrix Trust Company | Custodial (securities) | $14,003 |