Rogue Credit Union Capital Accumulation Plan
Sponsored by Rogue Credit Union · EIN 930491115 · Plan #033
- Total assets
- $53.2M
- Net assets
- $53.2M
- Active participants
- 627
- With balances
- 616
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Freedom Fiduciaries Llc CRD 323673 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group, Llc | Investment management | $58,297 |
| Freedom Fiduciaries Llc | Investment advisory (plan) | $42,228 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $0 |