Monterra Credit Union 401(k) Plan
Sponsored by Monterra Credit Union · EIN 941231186 · Plan #004
- Total assets
- $43.6M
- Net assets
- $43.6M
- Active participants
- 217
- With balances
- 294
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $43,505 |