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Filters:EIN 340825325 Clear all

Companies

companySeven Seventeen Credit Union, Inc.
$51.6Mreported plan assets
EIN: 34-0825325Location: OHPlans: 2Participants: 438Latest: 2023
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Plans

planSeven Seventeen Credit Union Inc 401k Savings Plan Salaried EmployeesFinancial statementProvider compensation2023 filing
$36.3Mreported assets (EOY)
Sponsor: Seven Seventeen Credit UnionEIN: 34-0825325Plan: 003Participants: 163Assets: $36,331,799Net assets: $36.3MAssets / participant: $222.9KLocation: Warren, OHLatest: 2023
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planSeven Seventeen Credit Union, Inc 401(K) Savings Plan For Union EmployeesFinancial statementProvider compensation2023 filing
$15.2Mreported assets (EOY)
Sponsor: Seven Seventeen Credit Union, Inc.EIN: 34-0825325Plan: 002Participants: 275Assets: $15,245,526Net assets: $15.2MAssets / participant: $55.4KLocation: Warren, OHLatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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Filings

filing2023 Form 5500 — Seven Seventeen Credit Union, Inc 401(K) Savings Plan For Union Employees
Sponsor: Seven Seventeen Credit Union, Inc.EIN: 34-0825325Plan: 002Ack ID: 20241015144547NAL0028809329001
filing2023 Form 5500 — Seven Seventeen Credit Union Inc 401k Savings Plan Salaried Employees
Sponsor: Seven Seventeen Credit UnionEIN: 34-0825325Plan: 003Ack ID: 20241015144149NAL0030018945001