Americas Credit Union, A Federal Credit Union 401(k) Savings Plan
Sponsored by America's Credit Union, A Federal Credit Union · EIN 910620623 · Plan #002
- Total assets
- $15.4M
- Net assets
- $15.3M
- Active participants
- 158
- With balances
- 263
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services | Investment advisory (plan) | $18,172 |
| Definiti Llc | Contract administrator | $7,172 |
| Capital Research And Management Co | Recordkeeping fees | $3,300 |
| Randall & Hurley (Na Na) | Contract administrator | $250 |