Plan Snapshot
- Plan Sponsor: Fibre Federal Credit Union
- Sponsor EIN: 910564732
- Sponsor Address: 796 COMMERCE AVE, LONGVIEW, WA, 98632
- Plan Type: DC
- Total Participants: 287
- Total Assets: $49.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 287 | $49.6M | $1.9M | $1.8M |
| 2023 | 274 | $44.0M | $1.7M | $1.6M |
| 2022 | 254 | $38.3M | $1.6M | $1.5M |
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 |
|---|---|---|---|---|
| ALERA GROUP INC | NONE | $82,088 | — | $82,088 |
| SCHWAB RETIREMENT PLAN SERVICES INC | NONE | $67,034 | — | $67,034 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALERA GROUP INC — NONE
- SCHWAB RETIREMENT PLAN SERVICES INC — NONE
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $149,122
- Estimated Expense Ratio: 0.301% of plan assets
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 | $149,121 | $86,227 | — | — | — |
| 2023 | $105,523 | $46,922 | — | — | — |
| 2022 | $124,237 | $59,668 | — | — | — |