The People's Credit Union Defined Benefit Plan And Trust
Sponsored by The People's Credit Union · EIN 050198580 · Plan #001
- Total assets
- $14.6M
- Net assets
- $14.6M
- Active participants
- 32
- With balances
- 0
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Morgan Stanley | Investment management fees (direct) | $101,142 |
| The Angell Pension Group, Inc. | Actuarial | $17,318 |
| Matrix Trust | Trustee (institutional), Float revenue, Distribution (12b-1) fees | $11,292 |