Plan Snapshot
- Plan Sponsor: America First Credit Union Dba America First Credit Union
- Sponsor EIN: 870216202
- Sponsor Address: 1344 WEST 4675 SOUTH, RIVERDALE, UT, 84405
- Plan Type: 401(k)
- Total Participants: 3,403
- Total Assets: $143.0M
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 | 3,403 | $143.0M | $2.5M | $12.7M |
| 2023 | 3,054 | $118.5M | $2.1M | $11.0M |
| 2022 | 2,335 | $91.2M | $1.1M | $9.1M |
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 |
|---|---|---|---|---|
| DELOITTE & TOUCHE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELOITTE & TOUCHE 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 | $376,255 | $66,834 | — | — | — |
| 2023 | $329,293 | $57,843 | — | — | — |
| 2022 | $289,520 | — | — | — | $289,520 |