# American First Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/american-first-credit-union-401k-plan

> American First Credit Union's 401(k) plan: 122 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** American First Credit Union

- **Sponsor EIN:** 330358683

- **Sponsor Address:** 6 POINTE DRIVE, SUITE 400, BREA, CA, 928216322

- **Plan Type:** 401(k)

- **Total Participants:** 122

- **Total Assets:** $26.6M

## 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|122|$26.6M|$436,107|$877,531|

| 2023|130|$23.0M|$456,404|$897,719|

| 2022|134|$19.7M|$445,710|$873,989|

## 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|$43,376|—|$43,376|—|—|

| 2023|$35,802|—|$35,802|—|—|

| 2022|$36,576|—|$36,576|—|—|

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