Plan Snapshot
- Plan Sponsor: Ent Credit Union
- Sponsor EIN: 840470451
- Sponsor Address: 11550 ENT PARKWAY, COLORADO SPRINGS, CO, 80921
- Plan Type: 401(k)
- Total Participants: 1,413
- Total Assets: $183.0M
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 | 1,413 | $183.0M | $9.6M | $8.9M |
| 2023 | 1,324 | $158.2M | $9.6M | $8.9M |
| 2022 | 1,353 | $128.1M | $8.5M | $8.0M |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, 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 | $114,196 | $26,944 | $1,931 | — | — |
| 2023 | $74,450 | — | $74,450 | — | — |
| 2022 | $65,857 | — | $65,857 | — | — |