Plan Snapshot
- Plan Sponsor: Blue Federal Credit Union
- Sponsor EIN: 830173508
- Sponsor Address: 2401 E PERSHING BLVD, CHEYENNE, WY, 82001
- Plan Type: 401(k)
- Total Participants: 372
- Total Assets: $28.5M
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 | 372 | $28.5M | $901,415 | $1.6M |
| 2023 | 362 | $21.4M | $1.3M | $1.4M |
| 2022 | 347 | $18.4M | $1.6M | $1.3M |
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 |
|---|---|---|---|---|
| CLIFTON LARSON ALLEN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN — 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 | $23,014 | — | $23,014 | — | — |
| 2023 | $16,599 | — | $16,599 | — | — |
| 2022 | $15,445 | — | $15,445 | — | — |