Orange County's Credit Union 401(k) Plan
Sponsored by Orange County Credit Union · EIN 951797779 · Plan #022
- Total assets
- $64.2M
- Net assets
- $64.2M
- Active participants
- 359
- With balances
- 458
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $142,201 |
| Sageview Advisory Group | Investment advisory (plan), Direct payment from the plan, Other fees | $45,033 |