Bank Fund Staff Federal Credit Union Employee Retirement Plan
Sponsored by Bank Fund Staff Federal Credit Union · EIN 530209950 · Plan #002
- Total assets
- $101M
- Net assets
- $101M
- Active participants
- 344
- With balances
- 491
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 |
|---|---|---|
| Lpl Financial Rpcp | Investment management, Direct payment from the plan | $115,894 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $59,081 |
| Clifton Larson Allen Llp | Accounting, Direct payment from the plan | $15,860 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $59 |