Plan Snapshot
- Plan Sponsor: Polish & Slavic Federal Credit Union
- Sponsor EIN: 112433592
- Sponsor Address: 9 LAW DRIVE, FAIRFIELD, NJ, 070043233
- Plan Type: 401(k)
- Total Participants: 367
- Total Assets: $26.5M
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 | 367 | $26.5M | $929,235 | $1.4M |
| 2023 | 344 | $23.5M | $879,137 | $1.3M |
| 2022 | 345 | $20.4M | $812,193 | $1.2M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN, LLP — Auditor
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 | $120,888 | — | $120,888 | — | — |
| 2023 | $111,543 | — | $111,543 | — | — |
| 2022 | $104,305 | — | $104,305 | — | — |