Whatcom Educational Credit Union Retirement Plan
Sponsored by Whatcom Educational Credit Union · EIN 910712539 · Plan #002 · Bellingham, WA
- Total assets
- $71.7M
- Net assets
- $71.7M
- Active participants
- 418
- With balances
- 599
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 |
|---|---|---|
| Alera Investment Advisors, Llc CRD 287906 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alera Investment Advisors Llc | Investment advisory (plan) | $82,252 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $63,190 |