Island Federal Credit Union Retirement Income Plan And Trust
Sponsored by Island Federal Credit Union · EIN 111814791 · Plan #001
- Total assets
- $38.6M
- Net assets
- $38.6M
- Active participants
- 82
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $48,000 |
| Gallagher Benefit Services, Inc. | Actuarial, Direct payment from the plan | $37,500 |