Advantis Credit Union 401(k) Plan
Sponsored by Advantis Credit Union · EIN 930251640 · Plan #002
- Total assets
- $30.9M
- Net assets
- $30.9M
- Active participants
- 297
- With balances
- 384
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 |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $52,197 |
| Pension Plan Specialists | Investment advisory (plan), Consulting fees | $9,174 |