# Patriot Federal Credit Union DB Plan
Source: https://planprovider.pro/companies/patriot-federal-credit-union-plan-001

> Patriot Federal Credit Union's DB plan: 90 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Patriot Federal Credit Union

- **Sponsor EIN:** 251150379

- **Sponsor Address:** 800 WAYNE AVE, CHAMBERSBURG, PA, 172013810

- **Plan Type:** DB

- **Total Participants:** 90

- **Total Assets:** $51.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|90|$51.2M|$0|$0|

| 2023|106|$52.8M|$194|$0|

| 2022|123|$52.6M|$0|$0|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$126,075|—|$126,075|

| MML INVESTORS SERVICES LLC|INVESTMENT ADVISORY|—|$23,083|$23,083|

| TRIBRIDGE PARTNERS FINANCIAL LLC|INVESTMENT ADVISORY|—|$13,098|$13,098|

| SMITH ELLIOTT KEARNS & COMPANY, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MML INVESTORS SERVICES LLC](https://planprovider.pro/provider/mml-investors-services-llc) — INVESTMENT ADVISORY

- [SMITH ELLIOTT KEARNS & COMPANY, LLC](https://planprovider.pro/provider/smith-elliott-kearns-and-company-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $162,256

- **Estimated Expense Ratio:** 0.317% 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|$152,234|—|$126,075|—|—|

| 2023|$125,084|—|$99,450|—|—|

| 2022|$123,076|—|$98,700|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/patriot-federal-credit-union-plan-001)

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