Plan Snapshot
- Plan Sponsor: Pentagon Federal Credit Union
- Sponsor EIN: 660206119
- Sponsor Address: 2930 EISENHOWER AVENUE, ALEXANDRIA, VA, 22314
- Plan Type: DC
- Total Participants: 107
- Total Assets: $4.4M
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 | 107 | $4.4M | $333,752 | $368,645 |
| 2023 | 122 | $3.4M | $294,823 | $343,902 |
| 2022 | 118 | $2.5M | $275,459 | $322,508 |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | Recordkeeper | $8,246 | — | $8,246 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,246
- Estimated Expense Ratio: 0.186% 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 | $8,245 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |