Sun Federal Credit Union 401(k) Plan And Trust
Sponsored by Sun Federal Credit Union · EIN 341300434 · Plan #004
- Total assets
- $28.7M
- Net assets
- $28.7M
- Active participants
- 143
- With balances
- 217
Plan year beginning 06/01/2024 · 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 | deterministic · 100% | 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 | $55,709 |
| Members Capital Advisors, Inc. | Investment advisory (plan), Investment management fees (direct) | $26,905 |