Plan Snapshot
- Plan Sponsor: Fort Worth Community Credit Union
- Sponsor EIN: 750796472
- Sponsor Address: 1905 FOREST RIDGE, BEDFORD, TX, 76021
- Plan Type: 401(k)
- Total Participants: 179
- Total Assets: $38.0M
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 | 179 | $38.0M | $728,544 | $925,954 |
| 2023 | 179 | $34.1M | $696,841 | $867,479 |
| 2022 | 180 | $31.0M | $707,897 | $879,211 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $147,275 | — | $147,275 |
| STILL BURTON, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $147,275
- Estimated Expense Ratio: 0.388% 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 |
|---|---|---|---|---|---|
| 2024 | $41,181 | — | $41,181 | — | — |
| 2023 | $15,686 | — | $15,686 | — | — |
| 2022 | $22,411 | — | $22,411 | — | — |