AUMdb

Local Government Federal Credit Union 401(k) Plan And Trust

Sponsored by Local Government Federal Credit Union · EIN 561362282 · Plan #001

Total assets
$56.9M
Net assets
$56.9M
Active participants
279
With balances
343

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
Members Capital Advisors, Inc. CRD 105960 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Cmfg Life Insurance Company Recordkeeping, Consulting (pension), Investment management $105,190
Members Capital Advisors, Inc. Investment advisory (plan), Investment management fees (direct) $50,570