Plan Snapshot
- Plan Sponsor: Arrowhead Central Credit Union
- Sponsor EIN: 951682200
- Sponsor Address: PO BOX 4100, RANCHO CUCAMONGA, CA, 91729
- Plan Type: 401(k)
- Total Participants: 511
- Total Assets: $35.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 511 | $35.3M | $1.3M | $2.3M |
| 2023 | 486 | $29.2M | $1.3M | $2.0M |
| 2022 | 481 | $23.5M | $1.0M | $1.8M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $5,932 | — | $5,932 |
| TURNER, WARREN, HWANG & CONRAD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,932
- Estimated Expense Ratio: 0.017% of plan assets
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 | $5,932 | — | $600 | — | — |
| 2023 | $2,902 | — | — | — | — |
| 2022 | $1,211 | — | — | — | — |