All One Credit Union 401(k) Profit Sharing Plan
Sponsored by All One Credit Union · EIN 042348884 · Plan #002
- Total assets
- $20.0M
- Net assets
- $20.0M
- Active participants
- 131
- With balances
- 187
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Financial Network | Investment advisory (participants), Investment advisory (plan), Investment management | $20,000 |
| Voya Retirement Ins. & Annuity Co. | Recordkeeping, Investment advisory (plan), Direct payment from the plan | $1,775 |