Plan Snapshot
- Plan Sponsor: Corporate One Federal Credit Union
- Sponsor EIN: 311102257
- Sponsor Address: 8700 ORION PLACE, COLUMBUS, OH, 43240
- Plan Type: 401(k)
- Total Participants: 153
- Total Assets: $51.9M
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 | 153 | $51.9M | $1.9M | $1.8M |
| 2023 | 158 | $44.0M | $1.8M | $1.7M |
| 2022 | 147 | $34.9M | $1.0M | $1.6M |
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 |
|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | ADVISOR | $37,000 | — | $37,000 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $17,529 | — | $17,529 |
| MCCURDY & ASSOCIATES | Auditor | $2,500 | — | $2,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- COMMONWEALTH FINANCIAL NETWORK — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- MCCURDY & ASSOCIATES — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,029
- Estimated Expense Ratio: 0.110% 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 | $57,029 | $37,000 | — | $2,500 | — |
| 2023 | $50,961 | $37,000 | — | $2,700 | — |
| 2022 | $48,541 | — | — | — | — |