# First Heritage Federal Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/first-heritage-federal-credit-union-401k-plan

> First Heritage Federal Credit Union's 401(k) plan: 141 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** First Heritage Federal Credit Union

- **Sponsor EIN:** 160802201

- **Sponsor Address:** 202 DENISON PKWY E., CORNING, NY, 14830

- **Plan Type:** 401(k)

- **Total Participants:** 141

- **Total Assets:** $16.0M

## 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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|141|$16.0M|$734,543|$646,186|

| 2023|135|$13.7M|$629,605|$561,211|

| 2022|121|$11.2M|$572,351|$525,626|

## 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|

| MENGEL METZGER BARR & CO. LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MENGEL METZGER BARR & CO. LLC](https://planprovider.pro/provider/mengel-metzger-barr-and-co-llp) — 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|$81,871|$34,386|$47,485|—|—|

| 2023|$72,114|$33,606|$38,508|—|—|

| 2022|$66,462|$31,577|$34,885|—|—|

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