AUMdb

Dupont Community Credit Union 401(k) Plan

Sponsored by Dupont Community Credit Union · EIN 540662923 · Plan #002

Total assets
$19.5M
Net assets
$19.5M
Active participants
332
With balances
355

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 fuzzy_auto · 97% 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 $37,413
Members Capital Advisors, Inc. D/B/ Investment advisory (plan), Investment management fees (direct) $17,669