# Foothill Federal Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/foothill-federal-credit-union-952131131-002

> Foothill Federal Credit Union's 401(k) plan: 138 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Foothill Federal Credit Union

- **Sponsor EIN:** 952131131

- **Sponsor Address:** 250 W COLORADO BLVD STE 150, ARCADIA, CA, 91007

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

- **Plan Number:** 002

- **Total Participants:** 138

- **Total Assets:** $20.2M

## 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.|

| 2025|138|$20.2M|$0|$0|

| 2024|88|$19.7M|$695,438|$651,820|

| 2023|87|$17.2M|$653,667|$642,239|

| 2022|94|$13.6M|$673,653|$574,113|

## 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|

| COMMONWEALTH EQUITY SERVICES LLC DB|Investment Advisor|$24,579|—|$24,579|

| ACCELERATE INVESTMENT ADVISORS LLC|Investment Advisor|$18,769|—|$18,769|

| EMPOWER ADVISORY GROUP, LLC|Investment Advisor|$7,998|—|$7,998|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $51,346

- **Estimated Expense Ratio:** 0.254% of plan assets

### 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|

| 2025|$3,532,775|$51,346|—|—|—|

| 2024|$1,815,810|—|—|—|—|

| 2023|$585,344|—|—|—|—|

| 2022|$872,570|—|—|—|—|

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