AUMdb

State Department Federal Credit Union 401(k) Plan

Sponsored by State Department Federal Credit Union · EIN 530197045 · Plan #003

Total assets
$33.4M
Net assets
$33.4M
Active participants
202
With balances
215

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Roland Criss & Williams Inc Dba Rol Other fees $9,471
Empower Advisory Group, Llc Investment management $6
Empower Annuity Insurance Company O Recordkeeping fees $0