Blupeak Credit Union 401(k) & Benefit Sharing Plan
Sponsored by Blupeak Credit Union · EIN 951209332 · Plan #004
- Total assets
- $29.0M
- Net assets
- $29.0M
- Active participants
- 109
- With balances
- 206
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney | Recordkeeping, Trustee (institutional), Other services | $53,473 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $6,611 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees | $0 |