Plan Snapshot
- Plan Sponsor: Bethpage Federal Credit Union
- Sponsor EIN: 111525965
- Sponsor Address: 899 SOUTH OYSTER BAY ROAD, BETHPAGE, NY, 11714
- Plan Type: 401(k)
- Total Participants: 853
- Total Assets: $107.4M
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 | 853 | $107.4M | $4.6M | $5.2M |
| 2023 | 776 | $93.8M | $3.7M | $4.4M |
| 2022 | 721 | $78.5M | $3.3M | $4.3M |
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 US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $79,802 | $56,151 | — | — | — |
| 2023 | $71,309 | $51,332 | — | — | — |
| 2022 | $66,480 | $48,976 | — | — | $17,448 |