Workers Federal Credit Union 401(k) Retirement Plan
Sponsored by Workers Federal Credit Union · EIN 042079901 · Plan #002
- Total assets
- $44.8M
- Net assets
- $44.8M
- Active participants
- 316
- With balances
- 422
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 |
|---|---|---|
| Dietz & Lynch Capital | Investment advisory (plan) | $34,376 |
| Fidelity Investments Inst Oper Co | Participant loan processing, Recordkeeping fees, Account maintenance fees | $26,935 |
| The Angell Pension Group, Inc | Other services | $12,222 |
| Wolf & Company, P.C. | Accounting | $8,500 |