# Corporate One Federal Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/corporate-one-federal-credit-union-401k-plan

> Corporate One Federal Credit Union's 401(k) plan: 153 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/commonwealth-financial-network) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [MCCURDY & ASSOCIATES](https://planprovider.pro/provider/mccurdy-and-associates-inc) — 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|—|—|—|—|

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