AUMdb

Ascentra Credit Union 401(k) Retirement Plan And Trust

Sponsored by Ascentra Credit Union · EIN 420747751 · Plan #002 · Bettendorf, IA

Total assets
$17.7M
Net assets
$17.7M
Active participants
170
With balances
211

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
Associated Pension Services, Inc. Other services, Direct payment from the plan $9,516
Tbs Agency, Inc. Other commissions $0