Plan Snapshot
- Plan Sponsor: Five County Credit Union
- Sponsor EIN: 010261795
- Sponsor Address: PO BOX 598, BATH, ME, 045300598
- Plan Type: 401(k)
- Total Participants: 132
- Total Assets: $19.5M
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 | 132 | $19.5M | $831,894 | $763,311 |
| 2023 | 129 | $16.2M | $716,744 | $652,271 |
| 2022 | 117 | $13.4M | $659,690 | $583,224 |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI 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 | $67,532 | $16,521 | $42,751 | — | — |
| 2023 | $53,615 | $13,079 | $33,997 | — | — |
| 2022 | $50,862 | $12,028 | $38,834 | — | — |