Sikorsky Financial Credit Union 401(k) Savings Plan
Sponsored by Sikorsky Financial Credit Union · EIN 060634736 · Plan #002
- Total assets
- $24.6M
- Net assets
- $24.6M
- Active participants
- 138
- With balances
- 163
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 |
|---|---|---|
| Beirne Wealth Consulting Services, Llc CRD 167103 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Beirne Wealth Consulting Services | Investment advisory (plan) | $59,477 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $24,075 |