Cccu Post Retirement Savings Plan
Sponsored by City & County Credit Union · EIN 410191495 · Plan #003
- Total assets
- $9.4M
- Net assets
- $9.4M
- Active participants
- 149
- With balances
- 141
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 |
|---|---|---|
| Cetera Investment Advisers Llc CRD 105644 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $40,964 |
| Cetera Investment Advisers Llc | Investment advisory (plan), Other fees | $0 |