AUMdb

Texas Tech Federal Credit Union 401(k) Plan

Sponsored by Texas Tech Federal Credit Union · EIN 751157852 · Plan #001

Total assets
$6.1M
Net assets
$6.1M
Active participants
113
With balances
131

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
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $34,506
Swbc Investment Services Llc Other services, Other commissions $0
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0