Plan Snapshot
- Plan Sponsor: Arizona Financial Credit Union
- Sponsor EIN: 860101004
- Sponsor Address: 333 NORTH 44TH ST., PHOENIX, AZ, 85008
- Plan Type: DC
- Total Participants: 695
- Total Assets: $66.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 695 | $66.7M | $4.3M | $2.8M |
| 2023 | 634 | $60.0M | $3.5M | $2.5M |
| 2022 | 654 | $50.5M | $2.9M | $2.2M |
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 |
|---|---|---|---|---|
| BAKER TILLY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY — 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 | $147,185 | $7,497 | $138,108 | — | — |
| 2023 | $204,070 | $86,867 | — | — | — |
| 2022 | $260,024 | $73,644 | $186,380 | — | — |