Bcu U.S. Retirement Savings Plan
Sponsored by Baxter Credit Union (Dba Bcu) · EIN 237250155 · Plan #001
- Total assets
- $33.5M
- Net assets
- $33.2M
- Active participants
- 624
- With balances
- 686
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Financial Services, .00 Inc | Shareholder servicing fees, Recordkeeping fees | $12,604 |
| Empower Advisory Group, Llc | Investment management | $5,350 |