Plan Snapshot
- Plan Sponsor: Efcu Financial Federal Credit Union
- Sponsor EIN: 720433727
- Sponsor Address: ACCOUNTS PAYABLE, BATON ROUGE, LA, 708164213
- Plan Type: 401(k)
- Total Participants: 128
- Total Assets: $11.9M
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 | 128 | $11.9M | $600,842 | $640,195 |
| 2023 | 126 | $9.7M | $549,093 | $583,942 |
| 2022 | 124 | $8.5M | $467,542 | $521,819 |
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 |
|---|---|---|---|---|
| EISNERAMPER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPER LLP — 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 | $52,284 | $10,197 | $35,969 | — | — |
| 2023 | $41,206 | $8,071 | $28,292 | — | — |
| 2022 | $39,827 | $7,855 | $31,972 | — | — |