Seven Seventeen Credit Union, Inc. 401(k) Savings Plan For Salaried Employees
Sponsored by Seven Seventeen Credit Union, Inc. · EIN 340825325 · Plan #003
- Total assets
- $39.7M
- Net assets
- $39.7M
- Active participants
- 139
- With balances
- 152
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 |
|---|---|---|
| Nearman Maynard Vallez Cpas P A | Other fees | $15,814 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $12,441 |
| Cbiz Benefits & Insurances Services | Other services | $5,888 |