Jovia Financial Credit Union Capital Appreciation Plan
Sponsored by Jovia Financial Credit Union · EIN 111644859 · Plan #033
- Total assets
- $38.2M
- Net assets
- $38.2M
- Active participants
- 490
- With balances
- 603
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 |
|---|---|---|
| Cmfg Life Insurance Company | Recordkeeping, Consulting (pension), Investment management | $103,424 |