# Broadview Federal Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/broadview-federal-credit-union-401k-plan-003

> Broadview Federal Credit Union's 401(k) plan: 1,435 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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