Plan Snapshot
- Plan Sponsor: Community Credit Union Of Florida
- Sponsor EIN: 590860768
- Sponsor Address: 1030 US HIGHWAY 1, ROCKLEDGE, FL, 329552716
- Plan Type: 401(k)
- Total Participants: 161
- Total Assets: $13.3M
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 | 161 | $13.3M | $327,521 | $910,805 |
| 2023 | 151 | $11.5M | $293,690 | $798,932 |
| 2022 | 141 | $9.6M | $259,088 | $686,763 |
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 |
|---|---|---|---|---|
| DOEREN MAYHEW ASSURANCE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DOEREN MAYHEW ASSURANCE — 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 | $37,936 | $10,513 | $23,410 | — | — |
| 2023 | $30,460 | $8,053 | $19,186 | — | — |
| 2022 | $27,718 | $7,260 | $20,458 | — | — |