Oceanair Federal Credit Union 401(k) Profit Sharing Plan
Sponsored by Oceanair Federal Credit Union · EIN 951767367 · Plan #001
- Total assets
- $8.6M
- Net assets
- $8.6M
- Active participants
- 126
- With balances
- 164
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 |
|---|---|---|
| The Baldwin Group Wealth Advisors, Llc CRD 312284 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $32,377 |
| The Baldwin Group Wealth Advisors L | Investment advisory (plan) | $23,405 |
| Ascensus Holdings Inc Dba Futurepla | Contract administrator | $1,450 |
| Qualified Services Dba Hicks Pensio | Contract administrator | -$479 |
| Global Retirement Partners Llc | Other fees | -$903 |