Plan Snapshot
- Plan Sponsor: Oneaz Credit Union
- Sponsor EIN: 860108770
- Sponsor Address: 2355 W PINNACLE PEAK RD, PHOENIX, AZ, 850271261
- Plan Type: 401(k)
- Total Participants: 510
- Total Assets: $52.0M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 510 | $52.0M | $2.4M | $3.7M |
| 2023 | 516 | $48.6M | $2.3M | $3.6M |
| 2022 | 511 | $38.4M | $1.6M | $3.1M |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE 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 | $105,198 | — | $105,198 | — | — |
| 2023 | $87,157 | — | $87,157 | — | — |
| 2022 | $76,657 | — | $76,626 | — | $31 |