Ascend Federal Credit Union Cash Or Deferred Compensation Plan
Sponsored by Ascend Federal Credit Union · EIN 620527850 · Plan #002
- Total assets
- $51.4M
- Net assets
- $51.4M
- Active participants
- 637
- With balances
- 736
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 |
|---|---|---|
| Financial Management Advisors, Inc. CRD 117442 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Financial Management Advisors Llc | Investment advisory (plan) | $36,380 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $6,323 |