Plan Snapshot
- Plan Sponsor: Pima Federal Credit Union
- Sponsor EIN: 860124950
- Sponsor Address: 6850 N ORACLE RD, TUCSON, AZ, 857044223
- Plan Type: DB
- Total Participants: 103
- Total Assets: $25.8M
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 | 103 | $25.8M | $0 | $0 |
| 2023 | 106 | $24.4M | $0 | $0 |
| 2022 | 94 | $21.6M | $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 |
|---|---|---|---|---|
| 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 | $97,168 | $49,730 | $39,948 | — | — |
| 2023 | $98,326 | $55,867 | $35,755 | — | — |
| 2022 | $107,097 | $60,379 | $46,718 | — | — |