AUMdb

Marine Credit Union 401(k) Plan

Sponsored by Marine Credit Union · EIN 390827305 · Plan #002

Total assets
$37.3M
Net assets
$37.3M
Active participants
418
With balances
550

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $70,736
Grove Point Investments Llc Investment advisory (plan) $67,834
Roland Criss & Williams Inc Dba Rol Other fees $16,287
Cliftonlarsonallen Llp Accounting $14,741
Empower Advisory Group Investment management $8,310