Plan Snapshot
- Plan Sponsor: Nusenda Federal Credit Union
- Sponsor EIN: 850105773
- Sponsor Address: 4100 PAN AMERICAN FWY NE, ALBUQUERQUE, NM, 87107
- Plan Type: DB
- Total Participants: 454
- Total Assets: $88.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 454 | $88.4M | $0 | $0 |
| 2023 | 518 | $81.9M | $5.4M | $0 |
| 2022 | 458 | $68.0M | $4.8M | $0 |
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 | $244,245 | $12,147 | $197,713 | — | — |
| 2023 | $209,997 | $13,415 | $167,459 | — | — |
| 2022 | $204,846 | $9,021 | $195,825 | — | — |