Plan Snapshot
- Plan Sponsor: Broadview Federal Credit Union
- Sponsor EIN: 141338566
- Sponsor Address: 700 PATROON CREEK BLVD, ALBANY, NY, 12206
- Plan Type: 401(k)
- Total Participants: 1,435
- Total Assets: $245.7M
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 | 1,435 | $245.7M | $10.7M | $8.9M |
| 2023 | 1,532 | $215.9M | $9.6M | $8.5M |
| 2022 | 1,008 | $71.2M | $923,592 | $4.6M |
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 |
|---|---|---|---|---|
| FIRLEY MORAN FREER & EASSA, CPA, PC | Auditor | — | — | $0 |
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 | $85,620 | — | — | — | — |
| 2023 | $91,982 | — | — | — | — |
| 2022 | $7,650 | — | — | — | — |