# Heritage Family Federal Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/heritage-family-federal-credit-union-401k-plan

> Heritage Family Federal Credit Union's 401(k) plan: 167 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Heritage Family Federal Credit Union

- **Sponsor EIN:** 030214269

- **Sponsor Address:** 30 ALLEN ST., RUTLAND, VT, 057014834

- **Plan Type:** 401(k)

- **Total Participants:** 167

- **Total Assets:** $15.1M

## 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|167|$15.1M|$428,835|$872,399|

| 2023|163|$15.2M|$265,290|$849,557|

| 2022|154|$12.9M|$229,171|$824,775|

## 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|

| MCSOLEY MCCOY & CO|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|$23,221|—|$23,221|—|—|

| 2023|$7,792|—|$7,792|—|—|

| 2022|$7,647|—|$7,647|—|—|

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