Summit Credit Union Defined Benefit Plan And Trust
Sponsored by Summit Credit Union · EIN 560432082 · Plan #001
- Total assets
- $8.5M
- Net assets
- $8.5M
- Active participants
- 87
- With balances
- 0
Plan year beginning 08/01/2024
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) | $31,290 |
| Members Capital Advisors, Inc. | Investment advisory (plan), Investment management fees (direct) | $6,620 |