Metro Credit Union 401(k) Safe Harbor Plan
Sponsored by Metro Cu Federal Credit Union · EIN 476026142 · Plan #002
- Total assets
- $13.9M
- Net assets
- $13.9M
- Active participants
- 98
- With balances
- 118
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 |
|---|---|---|
| Convergence Wealth, Llc CRD 308408 | deterministic · 100% | 2024 |
| Global Retirement Partners Llc CRD 172011 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $49,560 |
| Convergence Wealth Llc | Investment advisory (plan) | $14,011 |
| Global Retirements Partners Llc | Investment advisory (plan) | $14,011 |
| Benefit Plans Inc | Contract administrator | $2,100 |