AUMdb

Primeway Federal Credit Union Employees' Defined Benefit Plan

Sponsored by Primeway Federal Credit Union · EIN 741152784 · Plan #001 · Houston, TX

Total assets
$33.3M
Net assets
$33.3M
Active participants
34
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
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $174,224
Gallagher Fiduciary Advisors, Llc Investment advisory (plan), Consulting fees $30,621