Educational Employees Credit Union 401(k) Plan
Sponsored by Educational Employees Credit Union · EIN 941031345 · Plan #002
- Total assets
- $91.3M
- Net assets
- $91.3M
- Active participants
- 567
- With balances
- 710
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan) | $50,000 |
| John Hancock | Recordkeeping, Participant loan processing, Float revenue | $36,609 |