Plan Snapshot
- Plan Sponsor: National Institutes Of Health Federal Credit Union
- Sponsor EIN: 522045828
- Sponsor Address: PO BOX 6475, ROCKVILLE, MD, 208496475
- Plan Type: 401(k)
- Total Participants: 127
- Total Assets: $18.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 127 | $18.8M | $421,332 | $1.0M |
| 2023 | 127 | $16.8M | $409,463 | $1.0M |
| 2022 | 115 | $14.5M | $364,516 | $915,353 |
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 | $2,025 | — | $2,025 | — | — |
| 2023 | $2,250 | — | $2,250 | — | — |
| 2022 | $2,800 | — | $2,800 | — | — |