Credit Union West 401(k) Plan
Sponsored by Credit Union West · EIN 860108241 · Plan #033
- Total assets
- $22.9M
- Net assets
- $22.9M
- Active participants
- 221
- With balances
- 267
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $119,318 |
| Sageview Advisory Group Llc | Other services, Other fees | $0 |