# Marion & Polk Schools Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/marion-polk-schools-credit-union-401k-plan

> Marion & Polk Schools Credit Union's 401(k) plan: 314 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Marion & Polk Schools Credit Union

- **Sponsor EIN:** 930465543

- **Sponsor Address:** 451 DIVISION ST NE, SALEM, OR, 973012569

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

- **Total Participants:** 314

- **Total Assets:** $33.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|314|$33.2M|$782,655|$2.1M|

| 2023|311|$29.4M|$753,756|$2.0M|

| 2022|298|$23.5M|$690,605|$1.8M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$105,441|—|$105,441|

| 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](https://planprovider.pro/provider/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:** $105,441

- **Estimated Expense Ratio:** 0.318% 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|$105,441|—|$105,441|—|—|

| 2023|$86,892|—|$86,892|—|—|

| 2022|$78,564|—|$78,564|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/marion-polk-schools-credit-union-401k-plan)

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