Municipal Credit Union Defined Benefit Plan
Sponsored by Municipal Credit Union · EIN 135261470 · Plan #001
- Total assets
- $14.8M
- Net assets
- $14.8M
- Active participants
- 0
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pimco | Investment advisory (plan), Direct payment from the plan | $404,055 |
| Principal Custodial Solutions | Trustee (discretionary), Direct payment from the plan | $235,126 |
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $127,940 |
| Onedigital Investment Advisors | Investment advisory (plan), Direct payment from the plan | $106,250 |