Plan Snapshot
- Plan Sponsor: Jsc Federal Credit Union
- Sponsor EIN: 741457691
- Sponsor Address: P.O. BOX 58346, HOUSTON, TX, 772588346
- Plan Type: 401(k)
- Total Participants: 409
- Total Assets: $24.3M
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 | 409 | $24.3M | $1.2M | $1.6M |
| 2023 | 387 | $21.1M | $971,393 | $1.4M |
| 2022 | 324 | $18.4M | $704,917 | $1.1M |
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 |
|---|---|---|---|---|
| DOEREN MAYHEW ASSURANCE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DOEREN MAYHEW ASSURANCE — 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 |
|---|---|---|---|---|---|
| 2024 | $90,932 | $39,446 | $45,372 | — | — |
| 2023 | $76,527 | $34,156 | $37,283 | — | — |
| 2022 | $62,181 | $19,378 | $42,803 | — | — |