Onpath Federal Credit Union
Sponsored by Onpath Federal Credit Union · EIN 720838126 · Plan #001
- Total assets
- $13.0M
- Net assets
- $13.0M
- Active participants
- 253
- With balances
- 212
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 |
|---|---|---|
| Truewealth Advisors, Llc CRD 298838 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $18,514 |
| Truwealth Advisors Llc | Investment advisory (plan) | $15,382 |