AUMdb

Space Coast Credit Union 401(k) Savings Plan

Sponsored by Space Coast Credit Union · EIN 590746906 · Plan #002

Total assets
$75.4M
Net assets
$75.4M
Active participants
1,138
With balances
1,601

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
Epic Retirement Plan Services Recordkeeping, Participant loan processing, Participant communication $28,351
Charles Schwab Trust Bank Custodial (securities), Float revenue $74
Charles Schwab & Co., Inc. Shareholder servicing fees $0