# Dort Financial Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/dort-financial-credit-union-401k-plan

> Dort Financial Credit Union's 401(k) plan: 259 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Dort Financial Credit Union

- **Sponsor EIN:** 381440283

- **Sponsor Address:** 9048 HOLLY RD., GRAND BLANC, MI, 48439

- **Plan Type:** 401(k)

- **Total Participants:** 259

- **Total Assets:** $38.6M

## 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|259|$38.6M|$2.0M|$1.8M|

| 2023|300|$30.4M|$1.4M|$1.2M|

| 2022|230|$27.3M|$1.1M|$1.0M|

## 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|

| REHMANN ROBSON LLC|Auditor|—|—|$0|

## 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|$108,124|$51,392|—|—|—|

| 2023|$96,884|$46,580|—|—|—|

| 2022|$103,101|$50,024|—|—|—|

## Similar Plans

- [Financial Plus Credit Union](https://planprovider.pro/companies/financial-plus-credit-union-401k-plan-001-9120) — 260 participants

- [Members First Credit Union](https://planprovider.pro/companies/members-first-credit-union-401k-plan-001-9454) — 247 participants

- [University Of Michigan Credit Union](https://planprovider.pro/companies/university-of-michigan-credit-union-401k-plan) — 236 participants

- [Elga Credit Union](https://planprovider.pro/companies/elga-credit-union-401k-plan) — 310 participants

- [Kellogg Community Credit Union](https://planprovider.pro/companies/kellogg-community-credit-union-401k-plan) — 314 participants

- [True Community Credit Union](https://planprovider.pro/companies/true-community-credit-union-plan-001) — 194 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/dort-financial-credit-union-401k-plan)

© 2026 PlanProvider.Pro