Plan Snapshot
- Plan Sponsor: Johns Hopkins Federal Credit Union
- Sponsor EIN: 520939040
- Sponsor Address: 2027 EAST MONUMENT STREET, BALTIMORE, MD, 212052222
- Plan Type: 401(k)
- Total Participants: 110
- Total Assets: $15.5M
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 | 110 | $15.5M | $819,999 | $670,444 |
| 2023 | 129 | $15.7M | $740,856 | $620,197 |
| 2022 | 113 | $13.1M | $583,345 | $560,805 |
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 |
|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | NONE | $55,714 | — | $55,714 |
| MEMBERS CAPITAL ADVISORS, INC. | NONE | $15,409 | — | $15,409 |
| DOEREN MAYHEW ASSURANCE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CMFG LIFE INSURANCE COMPANY — NONE
- DOEREN MAYHEW ASSURANCE — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $71,123
- Estimated Expense Ratio: 0.460% 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 | $71,123 | $15,409 | $48,010 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |