Plan Snapshot
- Plan Sponsor: Golden 1 Credit Union
- Sponsor EIN: 940362025
- Sponsor Address: 8945 CAL CENTER DRIVE, SACRAMENTO, CA, 958263239
- Plan Type: 401(k)
- Total Participants: 2,125
- Total Assets: $237.1M
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 | 2,125 | $237.1M | $9.3M | $12.8M |
| 2023 | 2,044 | $197.0M | $9.0M | $11.9M |
| 2022 | 2,011 | $157.1M | $8.4M | $10.5M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $31,096 | — | — | — | — |
| 2023 | $37,780 | — | — | — | — |
| 2022 | $47,041 | — | — | — | — |