Plan Snapshot
- Plan Sponsor: Capital Educators Federal Credit Union
- Sponsor EIN: 820212120
- Sponsor Address: PO BOX 570, MERIDIAN, ID, 836800570
- Plan Type: 401(k)
- Total Participants: 287
- Total Assets: $10.6M
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 | 287 | $10.6M | $495,029 | $1.2M |
| 2023 | 287 | $8.3M | $438,631 | $1.1M |
| 2022 | 270 | $5.9M | $395,173 | $1.0M |
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 |
|---|---|---|---|---|
| EIDE BAILY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILY 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 | $42,614 | $9,323 | $29,421 | — | — |
| 2023 | $34,398 | $6,727 | $24,307 | — | — |
| 2022 | $28,850 | $5,439 | $23,411 | — | — |