# Avenir Financial Federal Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/a-e-a-federal-credit-union-401k-plan

> Avenir Financial Federal Credit Union's 401(k) plan: 96 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Avenir Financial Federal Credit Union

- **Sponsor EIN:** 860146700

- **Sponsor Address:** 1780 SOUTH 1ST AVE, YUMA, AZ, 853645705

- **Plan Type:** 401(k)

- **Total Participants:** 96

- **Total Assets:** $5.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|96|$5.6M|$117,872|$412,491|

| 2023|102|$4.9M|$131,927|$356,031|

| 2022|98|$4.0M|$110,616|$289,428|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| TURNER, WARNER, HWANG AND CONRAD|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$37,112|$4,690|$28,201|—|—|

| 2023|$29,329|$3,730|$22,242|—|—|

| 2022|$28,627|$3,425|$25,202|—|—|

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