AUMdb

Listerhill Credit Union Cash Balance Defined Benefit Plan And Trust

Sponsored by Listerhill Credit Union · EIN 630333902 · Plan #001

Total assets
$26.0M
Net assets
$26.0M
Active participants
246
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
Fid Inst Asset Mgmt Co Investment advisory (plan), Investment management fees (direct) $170,922
Fid Inv Inst Ops Co Actuarial, Consulting (general), Direct payment from the plan $33,338