Plan Snapshot
- Plan Sponsor: First Harvest Federal Credit Union
- Sponsor EIN: 210641594
- Sponsor Address: 1617 HURFFVILLE RD, DEPTFORD, NJ, 08096
- Plan Type: 401(k)
- Total Participants: 147
- Total Assets: $5.5M
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 | 147 | $5.5M | $167,323 | $407,132 |
| 2023 | 132 | $6.2M | $157,314 | $422,964 |
| 2022 | 134 | $5.2M | $151,590 | $395,818 |
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 |
|---|---|---|---|---|
| STEPHANO SLACK LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STEPHANO SLACK LLC — 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 | $46,678 | — | $46,678 | — | — |
| 2023 | $35,302 | — | $35,302 | — | — |
| 2022 | $24,603 | — | $24,603 | — | — |