Plan Snapshot
- Plan Sponsor: Eglin Federal Credit Union
- Sponsor EIN: 590724728
- Sponsor Address: 838 EGLIN PKWY N.E., FORT WALTON BEACH, FL, 325472530
- Plan Type: DB
- Total Participants: 250
- Total Assets: $80.4M
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. |
|---|---|---|---|---|
| 2024 | 250 | $80.4M | $5.6M | $0 |
| 2023 | 264 | $69.6M | $3.9M | $0 |
| 2022 | 273 | $61.5M | $4.4M | $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 |
|---|---|---|---|---|
| WARREN AVERETT | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WARREN AVERETT — 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 | $246,269 | — | $246,269 | — | — |
| 2023 | $159,020 | — | $159,020 | — | — |
| 2022 | $93,470 | — | $93,470 | — | — |