Plan Snapshot
- Plan Sponsor: Patelco Credit Union
- Sponsor EIN: 940755684
- Sponsor Address: 3 PARK PL, DUBLIN, CA, 945687983
- Plan Type: 401(k)
- Total Participants: 846
- Total Assets: $127.7M
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 | 846 | $127.7M | $5.4M | $6.8M |
| 2023 | 861 | $107.2M | $5.6M | $6.7M |
| 2022 | 846 | $87.5M | $4.7M | $6.0M |
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 | $399,011 | $107,388 | $247,668 | — | — |
| 2023 | $318,628 | $85,122 | $199,457 | — | — |
| 2022 | $282,438 | $75,104 | $207,334 | — | — |