# Point Breeze Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/point-breeze-credit-union-401k-plan

> Point Breeze Credit Union's 401(k) plan: 119 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Point Breeze Credit Union

- **Sponsor EIN:** 520447180

- **Sponsor Address:** 11104 MCCORMICK ROAD, HUNT VALLEY, MD, 21031

- **Plan Type:** 401(k)

- **Total Participants:** 119

- **Total Assets:** $17.9M

## 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|119|$17.9M|$884,309|$557,750|

| 2023|116|$15.5M|$812,586|$545,567|

| 2022|117|$14.0M|$830,827|$574,386|

## 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|

| GLOBAL RETIREMENT PARTNERS LLC|INVESTMENT ADVISOR|$41,153|—|$41,153|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORD KEEPER|$13,250|—|$13,250|

| BENCHMARK RETIREMENT PLAN SERVICES|CONTRACT ADMIN|$7,784|—|$7,784|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $62,187

- **Estimated Expense Ratio:** 0.347% 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|$4,520|$4,520|—|—|—|

| 2023|$11,778|$11,778|—|—|—|

| 2022|$11,971|$11,971|—|—|—|

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