Plan Snapshot
- Plan Sponsor: Affinity Plus Federal Credit Union
- Sponsor EIN: 410557541
- Sponsor Address: 175 WEST LAFAYETTE FRONTAGE RO, SAINT PAUL, MN, 551071488
- Plan Type: 401(k)
- Total Participants: 607
- Total Assets: $98.2M
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 | 607 | $98.2M | $3.8M | $4.2M |
| 2023 | 608 | $83.9M | $3.2M | $3.9M |
| 2022 | 596 | $65.8M | $2.9M | $3.6M |
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 |
|---|---|---|---|---|
| DOEREN MAYHEW ASSURANCE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DOEREN MAYHEW ASSURANCE — Auditor
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 | $77,684 | — | $77,684 | — | — |
| 2023 | $69,640 | — | $69,640 | — | — |
| 2022 | $79,977 | — | $79,977 | — | — |