Cefcu Retirement Income Plan And Trust
Sponsored by Citizens Equity First Credit Union · EIN 376028123 · Plan #001
- Total assets
- $209M
- Net assets
- $205M
- Active participants
- 876
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Meketa Fiduciary Management, Llc CRD 323605 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Meketa Fiduciary Management, Llc | Investment management | $243,929 |
| Bank Of America | Trustee (institutional) | $46,227 |
| State Street Global Advisors Co. | Investment management | $6,036 |