MEMBERS TRUST

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

1,866

Total plan assets

$406.5M

Filings (rows)

Direct comp

$176K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
VISIONS FEDERAL CREDIT UNION VISIONS FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST	ENDICOTT, NY	Advisor / Consultant INVESTMENT MANAGER	686	$151.9M	$37K
VISIONS FEDERAL CREDIT UNION VISIONS FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST	ENDICOTT, NY	Advisor / Consultant INVESTMENT MANAGER	630	$134.8M	$70K
VISIONS FEDERAL CREDIT UNION