Citizens Community Federal 401(k) Profit Sharing Plan
Sponsored by Citizens Community Federal National Association · EIN 390859926 · Plan #002
- Total assets
- $18.8M
- Net assets
- $18.8M
- Active participants
- 219
- With balances
- 290
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 |
|---|---|---|
| Trust Point | Recordkeeping, Trustee (institutional), Trustee (discretionary) | $51,099 |