Plan Snapshot
- Plan Sponsor: Goldenwest Federal Credit Union
- Sponsor EIN: 870214471
- Sponsor Address: PO BOX 1111, OGDEN, UT, 844021111
- Plan Type: 401(k)
- Total Participants: 710
- Total Assets: $27.0M
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 | 710 | $27.0M | $436,597 | $2.0M |
| 2023 | 668 | $20.2M | $525,815 | $1.8M |
| 2022 | 621 | $16.3M | $464,820 | $1.5M |
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 |
|---|---|---|---|---|
| ADAMS & PETERSEN CPAS | 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 | $18,700 | — | $18,700 | — | — |
| 2023 | $8,225 | — | $8,225 | — | — |
| 2022 | $7,400 | — | $7,400 | — | — |