Insight Credit Union Employees Savings Plan
Sponsored by Insight Credit Union · EIN 590626648 · Plan #002
- Total assets
- $9.1M
- Net assets
- $9.1M
- Active participants
- 121
- With balances
- 149
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 |
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group, Llc | Investment management | $35,215 |
| Raymond James & Associates, Inc. | Investment advisory (plan) | $31,017 |
| Empower Annuity Ins. Co. Of America | Recordkeeping fees | $3,169 |