Global 401(k) Retirement Plan
Sponsored by Global Federal Credit Union · EIN 920019874 · Plan #004
- Total assets
- $150M
- Net assets
- $150M
- Active participants
- 1,963
- With balances
- 1,840
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 | fuzzy_auto · 97% | 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 | $217,124 |
| Members Capital Advisors, Inc. Dba | Investment advisory (plan), Investment management fees (direct) | $121,949 |