Plan Snapshot
- Plan Sponsor: Fairwinds Credit Union
- Sponsor EIN: 111644012
- Sponsor Address: 3087 N. ALAFAYA TRAIL, ORLANDO, FL, 32826
- Plan Type: 401(k)
- Total Participants: 595
- Total Assets: $91.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 595 | $91.2M | $2.5M | $4.3M |
| 2023 | 575 | $76.7M | $2.6M | $4.1M |
| 2022 | 572 | $61.7M | $2.2M | $3.7M |
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 |
|---|---|---|---|---|
| DOEREN MAYHEW ASSURANCE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DOEREN MAYHEW ASSURANCE — 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 | $182,163 | $96,263 | — | — | — |
| 2023 | $57,805 | $79,797 | $1,200 | — | — |
| 2022 | -$42,460 | $12,238 | — | — | — |