Point Breeze Credit Union Retirement Savings Plan
Sponsored by Point Breeze Credit Union · EIN 520447180 · Plan #002
- Total assets
- $17.9M
- Net assets
- $17.9M
- Active participants
- 119
- With balances
- 156
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) | $41,153 |
| Empower Annuity Insurance Company | Recordkeeping fees | $13,250 |
| Benchmark Retirement Plan Services | Contract administrator | $7,784 |