Texell Credit Union 401 K Plan
Sponsored by Texell Credit Union · EIN 741109882 · Plan #002
- Total assets
- $8.1M
- Net assets
- $8.1M
- Active participants
- 215
- With balances
- 214
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 |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $43,641 |
| Leafhouse Financial Advisors, Llc | Investment advisory (plan) | $9,898 |
| Inwest Retirement Solutions | Recordkeeping, Participant loan processing, Recordkeeping fees | $5,974 |