U Of I Community Credit Union 401(k) Plan
Sponsored by U Of I Community Credit Union · EIN 370560167 · Plan #002
- Total assets
- $18.0M
- Net assets
- $18.0M
- Active participants
- 179
- With balances
- 159
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 |
|---|---|---|
| Waverly Advisors, Llc CRD 115332 | deterministic · 100% | 2024 |
| Langlois, Michael A CRD 123877 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $30,554 |
| Waverly Advisors Llc | Investment advisory (plan) | $29,308 |
| Strategic Financial Group Llc | Investment advisory (plan) | $18,131 |