Plan Snapshot
- Plan Sponsor: Oucu Financial Credit Union INC.
- Sponsor EIN: 316040060
- Sponsor Address: 944 EAST STATE STREET, ATHENS, OH, 45701
- Plan Type: 401(k)
- Total Participants: 100
- Total Assets: $19.8M
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 | 100 | $19.8M | $838,928 | $601,376 |
| 2023 | 98 | $19.0M | $786,250 | $494,203 |
| 2022 | 99 | $16.2M | $648,076 | $416,719 |
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 |
|---|---|---|---|---|
| PLANTE & MORAN PLLC | Auditor | — | — | $0 |
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 | $426 | — | $426 | — | — |
| 2023 | $426 | — | $426 | — | — |
| 2022 | $628 | — | $628 | — | — |