Numerica Credit Union Retirement Plan
Sponsored by Numerica Credit Union · EIN 910863377 · Plan #002 · Spokane Valley, WA
- Total assets
- $87.9M
- Net assets
- $87.9M
- Active participants
- 664
- With balances
- 830
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (participants) | $10,500 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $10,202 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | -$3,429 |