Plan Snapshot
- Plan Sponsor: Police And Fire Federal Credit Union
- Sponsor EIN: 231343988
- Sponsor Address: 901 ARCH STREET, PHILADELPHIA, PA, 191072495
- Plan Type: DC
- Total Participants: 770
- Total Assets: $104.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 770 | $104.2M | $2.9M | $3.6M |
| 2023 | 804 | $89.6M | $2.5M | $3.4M |
| 2022 | 763 | $75.5M | $2.5M | $3.1M |
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. | NONE | $13,820 | — | $13,820 |
| CLIFTONLARSONALLEN LLP | Auditor | $13,820 | — | $13,820 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,640
- Estimated Expense Ratio: 0.027% 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 | $13,820 | — | — | $13,820 | — |
| 2023 | $11,952 | — | — | — | — |
| 2022 | $14,556 | — | — | — | — |