# Industrial Credit Union Of Whatcom County 401(k) Plan
Source: https://planprovider.pro/companies/industrial-credit-union-of-whatcom-county-401k-plan

> Industrial Credit Union Of Whatcom County's 401(k) plan: 90 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Industrial Credit Union Of Whatcom County

- **Sponsor EIN:** 910587877

- **Sponsor Address:** 3233 NW AVENUE, BELLINGHAM, WA, 98225

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

- **Total Participants:** 90

- **Total Assets:** $8.7M

## 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|90|$8.7M|$278,010|$442,295|

| 2023|102|$8.0M|$317,683|$462,947|

| 2022|106|$6.3M|$316,932|$449,977|

## 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|

| ALERA INVESTMENT ADVISORS LLC|SERVICE PROVIDER|—|$30,878|$30,878|

| DOEREN MAYHEW ASSURANCE|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ALERA INVESTMENT ADVISORS LLC](https://planprovider.pro/provider/alera-investment-advisors-llc) — SERVICE PROVIDER

- [DOEREN MAYHEW ASSURANCE](https://planprovider.pro/provider/doeren-mayhew-assurance) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $30,878

- **Estimated Expense Ratio:** 0.354% of plan assets

### 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|$1,450|—|$1,450|—|—|

| 2023|$1,700|—|$1,700|—|—|

| 2022|$900|—|$900|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/industrial-credit-union-of-whatcom-county-401k-plan)

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