Plan Snapshot
- Plan Sponsor: Fox Communities Credit Union
- Sponsor EIN: 390738415
- Sponsor Address: 2201 E. ENTERPRISE AVE, APPLETON, WI, 54913
- Plan Type: 401(k)
- Total Participants: 449
- Total Assets: $53.0M
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 | 449 | $53.0M | $1.6M | $2.4M |
| 2023 | 453 | $47.0M | $1.5M | $2.3M |
| 2022 | 435 | $39.0M | $1.3M | $2.0M |
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 | $86,111 | — | $68,555 | — | — |
| 2023 | $106,706 | — | $84,617 | — | — |
| 2022 | $100,396 | $95,659 | $4,737 | — | — |