AUMdb

University Of Virginia Community Credit Union, Inc. 401(k) Plan And Trust

Sponsored by University Of Virginia Community Credit Union, Inc. · EIN 540674170 · Plan #002

Total assets
$39.3M
Net assets
$39.3M
Active participants
245
With balances
325

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
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 $107,262
Members Capital Advisors, Inc. Investment advisory (plan), Investment management fees (direct) $35,108