Partners 1 St Federal Credit Union 401 K Retirement Savings Plan
Sponsored by Partners 1 St Federal Credit Union · EIN 351079936 · Plan #002
- Total assets
- $18.8M
- Net assets
- $18.8M
- Active participants
- 171
- With balances
- 227
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 |
|---|---|---|
| Sym Financial Corporation CRD 107517 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $91,302 |
| Sym Financial Advisors | Investment advisory (participants) | $53,497 |