# Primeway(Tm) Federal Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/primeway-r-federal-credit-union-401k-plan

> Primeway(Tm) Federal Credit Union's 401(k) plan: 143 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Primeway(Tm) Federal Credit Union

- **Sponsor EIN:** 741152784

- **Sponsor Address:** PO BOX 53088, HOUSTON, TX, 770523088

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

- **Total Participants:** 143

- **Total Assets:** $11.8M

## 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|143|$11.8M|$369,370|$583,130|

| 2023|141|$10.2M|$388,376|$522,036|

| 2022|124|$8.3M|$360,210|$491,032|

## 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|

| STANCORP FINANCIAL GROUP|NONE|$53,917|—|$53,917|

| GALLAGHER FIDUCIARY ADVISORS, LLC|NONE|$25,075|—|$25,075|

| DOEREN MAYHEW ASSURANCE|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [GALLAGHER FIDUCIARY ADVISORS, LLC](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — NONE

- [DOEREN MAYHEW ASSURANCE](https://planprovider.pro/provider/doeren-mayhew-assurance) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $78,992

- **Estimated Expense Ratio:** 0.669% 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|$46,746|$25,075|$21,671|—|—|

| 2023|$33,742|$15,903|$17,839|—|—|

| 2022|$18,182|—|$18,182|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/primeway-r-federal-credit-union-401k-plan)

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