Topline Financial Credit Union 401(k) Plan
Sponsored by Topline Financial Credit Union · EIN 410415960 · Plan #002
- Total assets
- $24.8M
- Net assets
- $24.8M
- Active participants
- 168
- With balances
- 222
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 |
|---|---|---|
| Nfp Retirement Inc | Investment advisory (plan) | $31,538 |
| Empower Annuity Insurance Company | Recordkeeping fees | $7,072 |
| Empower Advisory Group, Llc | Investment management | $6,456 |
| Ascensus Holdings Inc Dba | Other fees | -$1,724 |