Tower Federal Credit Union Savings Plan
Sponsored by Tower Federal Credit Union · EIN 530214895 · Plan #002
- Total assets
- $91.7M
- Net assets
- $91.7M
- Active participants
- 619
- With balances
- 822
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 |
|---|---|---|
| Cerity Partners Retirement Plan Advisors Llc CRD 164198 | fuzzy_auto · 97% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $59,783 |
| Cerity Partners Retirement Plan Ad | Investment advisory (plan) | $47,846 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $12,094 |