AUMdb

Ithink Financial Credit Union Cash Balance Defined Benefit Plan And Trust

Sponsored by Ithink Financial Credit Union · EIN 591286880 · Plan #001

Total assets
$47.0M
Net assets
$47.0M
Active participants
343
With balances
0

Plan year beginning 01/01/2024

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 Actuarial, Recordkeeping, Consulting (pension) $51,122
Members Capital Advisors, Inc. Investment advisory (plan), Investment management fees (direct) $33,081