Plan Snapshot
- Plan Sponsor: Hapo Community Credit Union
- Sponsor EIN: 911792217
- Sponsor Address: 601 WILLIAMS BLVD, RICHLAND, WA, 993543258
- Plan Type: DB
- Total Participants: 392
- Total Assets: $56.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 392 | $56.2M | $0 | $0 |
| 2024 | 378 | $56.5M | $0 | $0 |
| 2023 | 345 | $56.2M | $0 | $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 |
|---|---|---|---|---|
| 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 |
|---|---|---|---|---|---|
| 2025 | $17,077 | $7,789 | $7,731 | — | — |
| 2024 | $14,176 | $7,088 | $5,670 | — | — |
| 2023 | $37,654 | $34,537 | $3,117 | — | — |