AUMdb

Y 12 Federal Credit Union 401(k) Plan And Trust

Sponsored by Y 12 Federal Credit Union · EIN 620473619 · Plan #002

Total assets
$40.2M
Net assets
$40.2M
Active participants
350
With balances
438

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
John Hancock Recordkeeping, Participant loan processing, Float revenue $9,872