AUMdb

Deseret First Federal Credit Union 401 K Plan

Sponsored by Deseret First Federal Credit Union · EIN 870229235 · Plan #002

Total assets
$20.4M
Net assets
$20.4M
Active participants
209
With balances
241

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
Verapath Global Investing, Lls Investment advisory (participants), Investment advisory (plan) $67,027
Northwest Plan Services Recordkeeping, Recordkeeping fees, Participant loan processing $32,815
Matrix Trust Custodial (securities), Trustee (institutional), Trustee (directed) $6,452