Plan Snapshot
- Plan Sponsor: Adelfi Credit Union
- Sponsor EIN: 956111723
- Sponsor Address: 955 WEST IMPERIAL HIGHWAY SUITE 100, BREA, CA, 92821
- Plan Type: 401(k)
- Total Participants: 92
- Total Assets: $28.0M
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 | 92 | $28.0M | $400,131 | $980,474 |
| 2023 | 94 | $27.4M | $428,620 | $1.0M |
| 2022 | 101 | $24.7M | $265,385 | $950,109 |
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, WARREN, HWANG & 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 | $30,234 | $7,255 | — | — | — |
| 2023 | $23,198 | $7,890 | — | — | — |
| 2022 | $31,371 | $7,076 | — | — | — |