Plan Snapshot
- Plan Sponsor: Pima Federal Credit Union
- Sponsor EIN: 860124950
- Sponsor Address: PO BOX 50267, TUCSON, AZ, 857031267
- Plan Type: 401(k)
- Total Participants: 124
- Total Assets: $7.1M
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 | 124 | $7.1M | $226,761 | $777,022 |
| 2023 | 127 | $6.8M | $224,856 | $697,885 |
| 2022 | 119 | $5.3M | $223,705 | $707,929 |
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 |
|---|---|---|---|---|
| MANSPERGER PATTERSON & MCMULLIN PLC | 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 | $26,686 | $12,229 | $11,887 | — | — |
| 2023 | $27,345 | $15,273 | $9,936 | — | — |
| 2022 | $24,128 | $13,524 | $10,604 | — | — |