# Arrowhead Central Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/arrowhead-central-credit-union-401k-plan

> Arrowhead Central Credit Union's 401(k) plan: 511 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — 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|—|—|—|—|

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