Plan Snapshot
- Plan Sponsor: Publix Employees Federal Credit Union
- Sponsor EIN: 590815534
- Sponsor Address: PO BOX 1000, LAKELAND, FL, 338021000
- Plan Type: 401(k)
- Total Participants: 259
- Total Assets: $18.1M
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 | 259 | $18.1M | $1.4M | $969,356 |
| 2023 | 252 | $16.6M | $1.2M | $850,725 |
| 2022 | 257 | $14.1M | $1.0M | $874,066 |
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 |
|---|---|---|---|---|
| DOEREN MAYHEW ASSURANCE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DOEREN MAYHEW ASSURANCE — 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 | $99,137 | $14,957 | $73,710 | — | — |
| 2023 | $75,251 | $12,482 | $54,032 | — | — |
| 2022 | $69,974 | $11,345 | $58,629 | — | — |