Plan Snapshot
- Plan Sponsor: Orlando Credit Union
- Sponsor EIN: 591517872
- Sponsor Address: 945 SOUTH ORANGE AVENUE, ORLANDO, FL, 32806
- Plan Type: 401(k)
- Total Participants: 75
- Total Assets: $6.2M
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 | 75 | $6.2M | $292,875 | $419,838 |
| 2023 | 74 | $5.7M | $270,799 | $393,747 |
| 2022 | 73 | $4.5M | $254,711 | $339,764 |