AUMdb

Consumers Credit Union Defined Benefit Plan And Trust

Sponsored by Consumers Credit Union · EIN 361936022 · Plan #001

Total assets
$227M
Net assets
$227M
Active participants
478
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
Members Capital Advisors, Inc. CRD 105960 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Cmfg Life Insurance Company Actuarial, Recordkeeping, Consulting (pension) $170,317
Members Capital Advisors, Inc. Investment advisory (plan), Investment management fees (direct) $83,748