State Employees' Credit Union Retirement Savings Plan
Sponsored by State Employees' Credit Union · EIN 560475645 · Plan #001
- Total assets
- $1.6B
- Net assets
- $1.6B
- Active participants
- 7,935
- With balances
- 10,077
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $436,857 |
| Capfinancial Partners, Llc | Investment advisory (plan) | $52,580 |