AUMdb

Mtc Federal Credit Union 401(k) Plan And Trust

Sponsored by Mtc Federal Credit Union · EIN 570638331 · Plan #001

Total assets
$8.1M
Net assets
$8.1M
Active participants
73
With balances
115

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
Northwestern Mutual Investment Services, Llc CRD 2881 fuzzy_auto · 98% 2024
Mml Investors Services, Llc CRD 10409 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
American Trust Company Contract administrator, Recordkeeping, Custodial (other) $31,562
Amerian Trust Company Recordkeeping, Actuarial, Custodial (other) $31,562
Northwestern Mutual Investment Serv Investment advisory (participants), Investment advisory (plan) $22,115
Mml Investors Services, Inc. Investment advisory (participants), Investment advisory (plan) $7,943