Plan Snapshot
- Plan Sponsor: First Service Credit Union
- Sponsor EIN: 746046840
- Sponsor Address: PO BOX 941914, HOUSTON, TX, 770948914
- Plan Type: 401(k)
- Total Participants: 269
- Total Assets: $17.1M
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 | 269 | $17.1M | $914,162 | $947,120 |
| 2023 | 274 | $15.6M | $776,161 | $837,819 |
| 2022 | 193 | $9.5M | $518,890 | $641,819 |
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 | $65,148 | $13,991 | $13,586 | — | — |
| 2023 | $60,002 | $12,381 | $14,191 | — | — |
| 2022 | $42,849 | $8,215 | $34,634 | — | — |