Plan Snapshot
- Plan Sponsor: Mountain America Federal Credit Union
- Sponsor EIN: 870172956
- Sponsor Address: 9800 S MONROE STREET, SANDY, UT, 84070
- Plan Type: 401(k)
- Total Participants: 3,514
- Total Assets: $246.9M
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 | 3,514 | $246.9M | $11.0M | $16.1M |
| 2023 | 3,281 | $206.0M | $9.3M | $14.2M |
| 2022 | 3,084 | $162.0M | $9.0M | $12.7M |
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 |
|---|---|---|---|---|
| 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 | $406,577 | $39,477 | $900 | — | — |
| 2023 | $297,554 | $66,399 | $900 | — | — |
| 2022 | $286,312 | $23,851 | — | — | — |