Plan Snapshot
- Plan Sponsor: Desert Financial Credit Union
- Sponsor EIN: 860096740
- Sponsor Address: P.O. BOX 2945, PHOENIX, AZ, 850622945
- Plan Type: DB
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 0 | $5,803 | -$15,610,635 | $0 |
| 2023 | 448 | $39.5M | $0 | $0 |
| 2022 | 497 | $36.3M | $0 | $0 |
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 |
|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC. | Other Service Provider | $297,000 | — | $297,000 |
| BRINKER CAPITAL, INC. | Other Service Provider | $78,987 | — | $78,987 |
| PENCHECKS | Other Service Provider | $20,795 | — | $20,795 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $396,782
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | $467,280 | $78,987 | — | — | — |
| 2023 | $194,838 | $194,838 | — | — | — |
| 2022 | $194,157 | $194,157 | — | — | — |