AUMdb

1 St Advantage Federal Credit Union 401 K Plan And Trust

Sponsored by 1 St Advantage Federal Credit Union · EIN 540623618 · Plan #002

Total assets
$21.2M
Net assets
$21.2M
Active participants
207
With balances
267

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
The Ascent Group, Llc CRD 314424 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
The Ascent Group, Llc Investment advisory (plan) $50,448
Empower Annuity Insurance Company Recordkeeping fees $25,295