People's Credit Union 401(k) Plan And Trust
Sponsored by The Peoples Credit Union · EIN 050198580 · Plan #002
- Total assets
- $14.8M
- Net assets
- $14.8M
- Active participants
- 115
- With balances
- 160
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney | Recordkeeping, Trustee (institutional), Other services | $37,991 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $4,387 |
| Adp Broker Dealer | Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees | $0 |