Plan Snapshot
- Plan Sponsor: Kirtland Federal Credit Union
- Sponsor EIN: 850139226
- Sponsor Address: PO BOX 80570, ALBUQUERQUE, NM, 871980570
- Plan Type: 401(k)
- Total Participants: 156
- Total Assets: $19.5M
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 | 156 | $19.5M | $659,156 | $987,293 |
| 2023 | 159 | $17.7M | $663,818 | $958,573 |
| 2022 | 168 | $14.8M | $655,382 | $935,337 |
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 |
|---|---|---|---|---|---|
| 2024 | $67,316 | $16,930 | $43,614 | — | — |
| 2023 | $58,254 | $13,989 | $38,339 | — | — |
| 2022 | $67,717 | $13,943 | $53,774 | — | — |