AUMdb

Credit One Bank, N. A. 401(k) Plan And Trust

Sponsored by Credit One Bank, National Association · EIN 942841595 · Plan #001

Total assets
$100M
Net assets
$100M
Active participants
954
With balances
1,181

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Global Retirement Partners, Llc Investment advisory (plan) $107,554
The Vanguard Group, Inc. Recordkeeping, Consulting (general), Trustee (directed) $102,491