# Misson Federal Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/mission-federal-credit-union-401k-plan

> Misson Federal Credit Union's 401(k) plan: 625 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Misson Federal Credit Union

- **Sponsor EIN:** 952148515

- **Sponsor Address:** 10325 MELANLEY DRIVE, SAN DIEGO, CA, 92131

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

- **Total Participants:** 625

- **Total Assets:** $100.7M

## 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|625|$100.7M|$3.8M|$4.3M|

| 2023|602|$87.9M|$3.6M|$3.9M|

| 2022|600|$71.1M|$3.1M|$3.7M|

## 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|

| EMPOWER ANNUTIY INSURANCE COMPANY|RECORDKEEPER|$120,152|—|$120,152|

| MOSS ADAMS LLP|AUDITOR|$18,900|—|$18,900|

| BAKER TILLY US, LLP|Auditor|$18,900|—|$18,900|

### 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:** $157,952

- **Estimated Expense Ratio:** 0.157% 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|$142,822|—|—|$18,900|—|

| 2023|$132,595|—|—|—|—|

| 2022|$206,226|$178,109|$17,867|—|$10,250|

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