Affinity Plus 401(k) Retirement Plan
Sponsored by Affinity Plus Federal Credit Union · EIN 410557541 · Plan #033
- Total assets
- $98.2M
- Net assets
- $98.2M
- Active participants
- 607
- With balances
- 754
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 |
|---|---|---|
| Marks Group Wealth Management, Inc. CRD 148679 | deterministic · 100% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $77,684 |
| Marks Group Wealth Management | Investment advisory (plan), Other fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |