Gte Federal Credit Union 401(k) Retirement Plan
Sponsored by Gte Federal Credit Union · EIN 590642956 · Plan #033
- Total assets
- $61.3M
- Net assets
- $61.3M
- Active participants
- 525
- With balances
- 661
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 |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $179,748 |
| Ubs Financial Services Inc | Investment advisory (plan) | $78,803 |
| Retirement Solutions Specialists | Contract administrator, Investment advisory (plan) | $43,422 |
| Advised Assets Group, Llc | Investment management | $2,617 |