Corporate America Family Credit Union 401(k) Plan
Sponsored by Corporate America Family Credit Union · EIN 360760135 · Plan #002
- Total assets
- $32.1M
- Net assets
- $32.1M
- Active participants
- 185
- With balances
- 289
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $39,692 |
| Onedigital Investment Advisors Llc | Investment advisory (plan), Consulting fees | $11,250 |
| Resource Investment Advisors | Investment advisory (plan), Direct payment from the plan | $1,315 |