AUMdb

Tinker Federal Credit Union Target Benefit Plan

Sponsored by Tinker Federal Credit Union · EIN 730560023 · Plan #002

Total assets
$16.2M
Net assets
$16.2M
Active participants
787
With balances
688

Plan year beginning 01/01/2024 · Target benefit

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Gallagher Fiduciary Advisors, Llc CRD 146509 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $32,170
Gallagher Fiduciary Advisors, Llc Investment advisory (plan), Consulting fees $8,634