# Partners 1st Federal Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/partners-1st-federal-credit-union-401k-plan

> Partners 1st Federal Credit Union's 401(k) plan: 171 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Partners 1st Federal Credit Union

- **Sponsor EIN:** 351079936

- **Sponsor Address:** 1330 DIRECTORS ROW, FORT WAYNE, IN, 468081274

- **Plan Type:** 401(k)

- **Total Participants:** 171

- **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|171|$18.8M|$701,423|$700,252|

| 2023|175|$16.6M|$979,846|$688,062|

| 2022|158|$14.9M|$856,408|$619,348|

## 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|

| LINCOLN NATIONAL CORPORATION|SERVICE PROVIDER|$91,302|—|$91,302|

| SYM FINANCIAL ADVISORS|FINANCIAL ADVISOR|$53,497|—|$53,497|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [SYM FINANCIAL ADVISORS](https://planprovider.pro/provider/sym-financial-advisors) — FINANCIAL ADVISOR

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $144,799

- **Estimated Expense Ratio:** 0.768% of plan assets

### 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|$91,302|—|$91,302|—|—|

| 2023|$47,095|—|$47,095|—|—|

| 2022|$58,147|—|$58,147|—|—|

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