Plan Snapshot
- Plan Sponsor: Edifi Federal Credit Union
- Sponsor EIN: 210744759
- Sponsor Address: PO BOX 247, RANCOCAS, NJ, 080730247
- Plan Type: 401(k)
- Total Participants: 79
- Total Assets: $7.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 79 | $7.0M | $183,501 | $299,282 |
| 2023 | 72 | $6.2M | $171,097 | $266,206 |
| 2022 | 72 | $6.1M | $148,414 | $250,747 |