AUMdb

Granite State Credit Union 401(k) Plan

Sponsored by Granite State Credit Union · EIN 020227484 · Plan #004

Total assets
$14.0M
Net assets
$14.0M
Active participants
144
With balances
183

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
Icapital, Llc CRD 122816 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Icapital, Llc Investment advisory (participants), Investment advisory (plan), Direct payment from the plan $39,512
Alerus Financial, N.A. Recordkeeping, Custodial (securities), Trustee (institutional) $5,194