AUMdb

Ithink Financial Credit Union 401(k) Plan Plus

Sponsored by Ithink Financial Credit Union · EIN 591286880 · Plan #002

Total assets
$36.5M
Net assets
$36.5M
Active participants
390
With balances
448

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 fuzzy_auto · 97% 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 $49,014
Members Capital Advisors, Inc. D/B/ Investment advisory (plan), Investment management fees (direct) $27,342