Educational Systems Federal Credit Union Money Purchase Plan
Sponsored by Educational Systems Federal Credit Union · EIN 520695019 · Plan #002
- Total assets
- $15.1M
- Net assets
- $15.1M
- Active participants
- 171
- With balances
- 228
Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $28,615 |
| Arthur J Gallagher & Co | Investment advisory (participants) | $9,566 |