# Fortera Federal Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/fortera-federal-credit-union-401k-plan

> Fortera Federal Credit Union's 401(k) plan: 178 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 610523393

- **Sponsor Address:** 2050 LOWES DR., CLARKSVILLE, TN, 370401620

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

- **Total Participants:** 178

- **Total Assets:** $15.4M

## 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|178|$15.4M|$622,032|$904,639|

| 2023|179|$13.1M|$633,136|$907,257|

| 2022|177|$11.3M|$561,508|$829,920|

## 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|

| STONE RUDOLPH & HENRY, PLC|Auditor|—|—|$0|

## 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|$61,483|$13,437|$41,389|—|—|

| 2023|$52,145|$11,150|$35,420|—|—|

| 2022|$58,557|$10,427|$48,130|—|—|

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