Westerra Credit Union Capital Accumulation Plan
Sponsored by Westerra Credit Union · EIN 840188017 · Plan #033
- Total assets
- $41.7M
- Net assets
- $41.7M
- Active participants
- 284
- With balances
- 374
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 |
|---|---|---|
| Cmfg Life Insurance Company | Recordkeeping, Consulting (pension), Investment management | $113,299 |
| Board Of Trustees Of Retirement Pro | Trustee (discretionary), Direct payment from the plan | $5,028 |