AUMdb

Mypoint Credit Union 401(k) Plan

Sponsored by Mypoint Credit Union · EIN 951679450 · Plan #002

Total assets
$14.9M
Net assets
$14.9M
Active participants
98
With balances
135

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
Mma Securities Llc CRD 44254 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 $69,587
Mma Securities, Llc Investment advisory (plan), Other fees $0