Expedition Credit Union 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Expedition Credit Union
  • Sponsor EIN: 410802271
  • Sponsor Address: 1270 NORTHLAND DRIVE, MENDOTA HEIGHTS, MN, 55120
  • Plan Type: 401(k)
  • Total Participants: 30
  • Total Assets: $3.2M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202430$3.2M$70,447$146,295
202329$3.4M$70,488$138,803
202228$2.8M$68,876$132,559

Similar Plans