Royal Credit Union 401(k) Plan
Sponsored by Royal Credit Union · EIN 396072970 · Plan #011
- Total assets
- $101M
- Net assets
- $101M
- Active participants
- 835
- With balances
- 1,039
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 |
|---|---|---|
| Orgel Wealth Management, Llc CRD 168219 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Orgel Wealth Management | Investment advisory (plan), Direct payment from the plan | $115,626 |
| Milliman, Inc. | Recordkeeping, Participant communication, Direct payment from the plan | $89,991 |
| Charles Schwab Trust Bank | Custodial (securities), Shareholder servicing fees | $31,604 |
| Charles Schwab & Co., Inc. | Custodial (securities), Shareholder servicing fees | $0 |