Neighbors Credit Union 401 (K) Plan And Trust
Sponsored by Neighbors Credit Union · EIN 430496315 · Plan #001
- Total assets
- $9.2M
- Net assets
- $9.2M
- Active participants
- 129
- With balances
- 149
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $1,555 |
| Cambridge Investment Research | Other commissions | $0 |