# Raiz Federal Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/raiz-federal-credit-union-401k-plan

> Raiz Federal Credit Union's 401(k) plan: 225 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Raiz Federal Credit Union

- **Sponsor EIN:** 741110254

- **Sponsor Address:** 12020 ROJAS DRIVE, EL PASO, TX, 799367711

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

- **Total Participants:** 225

- **Total Assets:** $18.4M

## 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|225|$18.4M|$639,535|$1.0M|

| 2023|240|$15.7M|$554,634|$904,145|

| 2022|212|$13.4M|$464,185|$777,842|

## 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|

| LAUTERBACH, BORSCHOW & CO, P.C.|Auditor|—|—|$0|

## 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|$75,317|$15,812|$51,599|—|—|

| 2023|$59,254|$12,751|$40,128|—|—|

| 2022|$60,013|$12,604|$47,409|—|—|

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