Plan Snapshot
- Plan Sponsor: Clearview Federal Credit Union
- Sponsor EIN: 526051818
- Sponsor Address: 8805 UNIVERSITY BOULEVARD, MOON TOWNSHIP, PA, 15108
- Plan Type: 401(k)
- Total Participants: 393
- Total Assets: $27.3M
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 | 393 | $27.3M | $953,531 | $1.6M |
| 2023 | 369 | $24.7M | $785,028 | $1.4M |
| 2022 | 346 | $23.5M | $706,717 | $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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $82,529 | — | $82,529 |
| GLOBAL RETIREMENT PARTNERS LLC | INVESTMENT ADVISOR | $55,590 | — | $55,590 |
| DEFINITI | CONTRACT ADMIN | $5,092 | $15,793 | $20,885 |
| DOEREN MAYHEW ASSURANCE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — INVESTMENT ADVISOR
- DOEREN MAYHEW ASSURANCE — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $159,004
- Estimated Expense Ratio: 0.583% of plan assets
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 | $71,671 | $65,636 | $6,035 | — | — |
| 2023 | $107,818 | $101,393 | $6,425 | — | — |
| 2022 | $115,227 | $114,652 | $575 | — | — |