AUMdb

Keesler Federal Credit Union 401(k) Plan And Trust

Sponsored by Keesler Federal Credit Union · EIN 640302297 · Plan #002

Total assets
$38.4M
Net assets
$38.4M
Active participants
787
With balances
1,054

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 $87,760
Members Capital Advisors, Inc. Investment advisory (plan), Investment management fees (direct) $33,755