Plan Snapshot
- Plan Sponsor: Greylock Federal Credit Union
- Sponsor EIN: 042230576
- Sponsor Address: 150 WEST STREET, PITTSFIELD, MA, 012019114
- Plan Type: DC
- Total Participants: 273
- Total Assets: $34.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 273 | $34.5M | $1.9M | $0 |
| 2023 | 301 | $31.9M | $1.9M | $0 |
| 2022 | 270 | $28.2M | $1.6M | $0 |
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 |
|---|---|---|---|---|
| LOMBARDI & KEEGAN | 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 | $3,492 | — | $3,492 | — | — |
| 2023 | $2,287 | — | $2,287 | — | — |
| 2022 | $2,240 | — | $2,240 | — | — |