Mayo Employees Federal Credit Union 401(k) Plan
Sponsored by Mayo Employees Federal Credit Union · EIN 410400045 · Plan #001
- Total assets
- $5.9M
- Net assets
- $5.9M
- Active participants
- 123
- With balances
- 146
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 |
|---|---|---|
| Cetera Investment Advisers Llc CRD 105644 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cetera Investment Advisers Llc | Investment advisory (plan) | $12,986 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $11,676 |
| Tax Sheltered Compensation, Inc | Recordkeeping, Participant loan processing, Recordkeeping fees | $800 |