Jsc Federal Credit Union 401(k) Plan And Trust
Sponsored by Jsc Federal Credit Union · EIN 741457691 · Plan #002
- Total assets
- $24.3M
- Net assets
- $24.3M
- Active participants
- 409
- With balances
- 497
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cmfg Life Insurance Company | Recordkeeping, Consulting (pension), Investment management | $51,486 |
| Ubs Financial Services Inc. | Investment advisory (plan), Direct payment from the plan | $39,446 |