Bethpage Federal Credit Union Pension Plan
Sponsored by Bethpage Federal Credit Union · EIN 111525965 · Plan #001
- Total assets
- $114M
- Net assets
- $114M
- Active participants
- 152
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 94% | 2024 |
| Capital Strategies, Inc. CRD 121704 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Charles Schwab | Investment management, Direct payment from the plan | $77,893 |
| First State Trust Company | Trustee (institutional), Direct payment from the plan | $56,767 |
| Capital Strategies | Investment management, Direct payment from the plan | $25,752 |