Pelican State Credit Union Capital Accumulation Plan
Sponsored by Pelican State Credit Union · EIN 720498240 · Plan #001
- Total assets
- $25.4M
- Net assets
- $25.4M
- Active participants
- 302
- With balances
- 359
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) | $96,836 |
| Bank Of America Na | Investment advisory (plan) | $53,696 |
| Sentinel Pension, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $26,138 |