Ih Mississippi Valley Credit Union 401(k) Plan & Trust
Sponsored by Ih Mississippi Valley Credit Union · EIN 362523206 · Plan #002
- Total assets
- $41.1M
- Net assets
- $41.1M
- Active participants
- 401
- With balances
- 505
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $94,824 |
| First Community Trust N.A. | Trustee (discretionary), Investment advisory (plan) | $80,953 |
| Charles Schwab Trust Bank | Custodial (securities), Float revenue | $0 |
| Charles Schwab & Co, Inc. | Shareholder servicing fees | $0 |