Plan Snapshot
- Plan Sponsor: Pentagon Federal Credit Union
- Sponsor EIN: 530197038
- Sponsor Address: 7940 JONES BRANCH DRIVE, MCLEAN, VA, 22102
- Plan Type: 401(k)
- Total Participants: 2,739
- Total Assets: $391.4M
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 | 2,739 | $391.4M | $11.3M | $21.1M |
| 2023 | 3,026 | $349.5M | $9.5M | $20.4M |
| 2022 | 3,393 | $292.9M | $10.6M | $22.7M |
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 |
|---|---|---|---|---|
| CROWE LLP | 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 | $390,396 | — | — | — | — |
| 2023 | $440,836 | — | — | — | — |
| 2022 | $383,934 | — | — | — | — |