Security Service Federal Credit Union Cash Accumulation Plan And Trust
Sponsored by Security Service Federal Credit Union · EIN 741277697 · Plan #002
- Total assets
- $316M
- Net assets
- $316M
- Active participants
- 1,946
- With balances
- 2,526
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 |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $228,074 |
| Gallagher Benefit Services Inc | Investment management, Direct payment from the plan | $100,000 |
| Forvis, Llp | Accounting, Direct payment from the plan | $43,575 |