Uniwyo Federal Credit Union 401(k) Plan And Trust
Sponsored by Uniwyo Federal Credit Union · EIN 830184377 · Plan #002
- Total assets
- $9.1M
- Net assets
- $9.1M
- Active participants
- 97
- With balances
- 133
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gallagher Benefit Services Inc | Investment advisory (plan) | $20,281 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $19,451 |
| Empower Advisory Group, Llc | Investment management | $4,338 |
| Empower Financial Services, Inc. | Shareholder servicing fees | $0 |