Meritrust Credit Union 401(k) Plan
Sponsored by Meritrust Federal Credit Union · EIN 480570799 · Plan #002
- Total assets
- $37.0M
- Net assets
- $37.0M
- Active participants
- 333
- With balances
- 447
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Erisa Services Midwest Llc | Other fees | $27,491 |
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $15,681 |
| Voya Retirement Insurance And Annui | Investment advisory (participants), Investment advisory (plan) | $0 |
| Morningstar | Investment advisory (plan) | $0 |
| Erisa Services Midwest, Llc | Other services | $0 |