AUMdb

Minnco Credit Union 401(k) Plan

Sponsored by Minnco Credit Union · EIN 410174775 · Plan #003

Total assets
$13.8M
Net assets
$13.8M
Active participants
104
With balances
152

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) $24,639
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $22,591
Tax Sheltered Compensation, Inc. Recordkeeping, Participant loan processing, Recordkeeping fees $2,375