Plan Snapshot
- Plan Sponsor: Dupont Community Credit Union
- Sponsor EIN: 540662923
- Sponsor Address: 1154 SHENANDOAH VILLAGE DR, WAYNESBORO, VA, 229809253
- Plan Type: 401(k)
- Total Participants: 332
- Total Assets: $19.5M
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 | 332 | $19.5M | $468,855 | $1.4M |
| 2023 | 304 | $16.9M | $416,135 | $1.2M |
| 2022 | 300 | $14.0M | $391,734 | $1.1M |
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 |
|---|---|---|---|---|
| BROWN, EDWARDS & COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROWN, EDWARDS & COMPANY, LLC — 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 | $55,181 | $17,445 | $34,636 | — | — |
| 2023 | $48,664 | $13,902 | $27,805 | — | — |
| 2022 | $38,993 | $13,989 | $30,728 | — | — |