Duck River Electric Membership Corporation Retirement Plan
Sponsored by Duck River Electric Membership Corporation · EIN 620186725 · Plan #001
- Total assets
- $60.2M
- Net assets
- $60.2M
- Active participants
- 171
- 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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Consulting Group | Actuarial | $26,860 |
| Us Bank National Association | Custodial (securities), Trustee (institutional), Direct payment from the plan | $21,276 |
| Capfinancial Partners Llc | Investment management, Investment management fees (direct) | $17,610 |
| Us Bank National Association | Custodial (securities), Trustee (institutional), Float revenue | $0 |