Georgia United Credit Union 401(k) Plan And Trust
Sponsored by Georgia United Credit Union · EIN 580800932 · Plan #001
- Total assets
- $46.5M
- Net assets
- $46.5M
- Active participants
- 341
- With balances
- 434
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 |
|---|---|---|
| Cannon Financial Strategists, Inc. CRD 133509 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cannon Financial Strategists Inc | Investment advisory (plan) | $104,839 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $54,267 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $18,061 |