Plan Snapshot
- Plan Sponsor: Altra Federal Credit Union
- Sponsor EIN: 390662755
- Sponsor Address: 1700 OAK FOREST DRIVE, ONALASKA, WI, 546503500
- Plan Type: 401(k)
- Total Participants: 498
- Total Assets: $73.1M
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 | 498 | $73.1M | $3.0M | $3.0M |
| 2023 | 495 | $63.6M | $2.8M | $2.7M |
| 2022 | 497 | $51.9M | $2.7M | $2.7M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — 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 | $163,228 | $67,295 | $82,474 | — | — |
| 2023 | $157,175 | $54,698 | $87,949 | — | — |
| 2022 | $159,546 | $50,099 | $109,447 | — | — |