AUMdb

Iq Credit Union 401(k) Plan

Sponsored by Iq Credit Union · EIN 910576399 · Plan #001

Total assets
$36.6M
Net assets
$36.6M
Active participants
344
With balances
448

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
Cambridge Investment Research Advisors, Inc. CRD 134139 fuzzy_auto · 95% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $91,472
Cambridge Investment Research, Inc. Investment advisory (plan), Consulting fees $43,591