Eglin Federal Credit Union Retirement Plan
Sponsored by Eglin Federal Credit Union · EIN 590724728 · Plan #001
- Total assets
- $80.4M
- Net assets
- $80.4M
- Active participants
- 250
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mml Investors Services, Llc CRD 10409 | deterministic · 100% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $236,069 |
| Mml Investors Services Llc | Investment advisory (plan), Other fees | $10,200 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |