Plan Snapshot
- Plan Sponsor: Floridacentral Credit Union
- Sponsor EIN: 590857430
- Sponsor Address: 3333 HENDERSON BLVD, TAMPA, FL, 336092955
- Plan Type: 401(k)
- Total Participants: 117
- Total Assets: $9.4M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 117 | $9.4M | $231,068 | $508,385 |
| 2023 | 119 | $10.1M | $252,942 | $508,359 |
| 2022 | 113 | $10.6M | $262,519 | $518,399 |
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 | $42,783 | $4,934 | $27,981 | — | — |
| 2023 | $39,176 | $4,129 | $26,783 | — | — |
| 2022 | $30,666 | — | $30,666 | — | — |