Mccoy Federal Credit Union 401(k) Plan
Sponsored by Mccoy Federal Credit Union · EIN 590772729 · Plan #001
- Total assets
- $15.5M
- Net assets
- $15.5M
- Active participants
- 178
- With balances
- 215
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| C2 P Capital Advisory Group, Llc CRD 156480 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $80,760 |
| Janet A Panebianco, Ca, Pllc | Contract administrator, Other services, Direct payment from the plan | $4,750 |
| Prosperity Capital Advisors | Investment advisory (plan), Other fees | $0 |
| Morningstar Investment Management | Investment advisory (participants), Consulting fees | $0 |