AUMdb

Atlanta Postal Credit Union 401(k) Plan And Trust

Sponsored by Atlanta Postal Credit Union · EIN 580146810 · Plan #003

Total assets
$10.4M
Net assets
$10.4M
Active participants
303
With balances
307

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
Members Capital Advisors, Inc. CRD 105960 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Cmfg Life Insurance Company Recordkeeping, Consulting (pension), Investment management $21,117
Members Capital Advisors, Inc. Investment advisory (plan), Investment management fees (direct) $8,118