City Credit Union Defined Benefit Plan
Sponsored by City Credit Union · EIN 750692281 · Plan #001
- Total assets
- $13.4M
- Net assets
- $13.4M
- Active participants
- 100
- 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 |
|---|---|---|
| Davidson Capital Management, Inc. CRD 112232 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Davidson Capital Management, Inc. | Investment advisory (plan) | $29,238 |