CUSO
Plan:
Directied Account Plan
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Retirement Plan Description
Directied Account Plan is a defined contribution plan with a profit-sharing component and 401k feature. Directied Account Plan currently has over 2,400 active participants.
Retirement Plan Details
| Address |
Po Box 14141
Lt-Nexa, KS 66285-4141 |
| Industry | Credit Unions |
| Administrator | Martin Zyumunl) |
| Sponsor | Martin Zyumuvl) |
| Total Participants | 2,400 |
Plan Service Providers
| Corporate Trustee | BNY Mellon |
| Administration | Fidelity |
| Insurance Advisor/Broker | Alexander Morford & Woo |
| Consultant | Hs2 Solutions, Inc. |
| Auditor | Marcum LLP |
| Recordkeeper | Fidelity |
| Administration | Maryland Casualty |
| Investment Adviser | Marty Zygmund |
| Legal Counsel | Thompson Coburn LLP |
| Administration | Marty Zygmund |
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