# East Texas Professional Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/east-texas-professional-credit-union-401k-plan

> East Texas Professional Credit Union's 401(k) plan: 318 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** East Texas Professional Credit Union

- **Sponsor EIN:** 750913075

- **Sponsor Address:** 409 EAST LOOP 281, LONGVIEW, TX, 76505

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

- **Total Participants:** 318

- **Total Assets:** $14.2M

## 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|318|$14.2M|$516,740|$707,401|

| 2023|267|$12.4M|$508,661|$696,065|

| 2022|233|$8.8M|$344,858|$526,746|

## 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|

| WELLS FARGO CLEARING SERVICES LLC|ADVISOR|—|$30,593|$30,593|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$6,899|—|$6,899|

| DOEREN MAYHEW ASSURANCE|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

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

- [DOEREN MAYHEW ASSURANCE](https://planprovider.pro/provider/doeren-mayhew-assurance) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $37,492

- **Estimated Expense Ratio:** 0.263% 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|$6,899|—|—|—|—|

| 2023|$7,891|—|—|—|—|

| 2022|$6,063|—|—|—|—|

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