Plan Snapshot
- Plan Sponsor: Rivermark Community Credit Union
- Sponsor EIN: 936024307
- Sponsor Address: 9125 SW GEMINI DRIVE SUITE 100, BEAVERTON, OR, 97008
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 276 | $28.5M | $753,824 | $1.5M |
| 2023 | 281 | $25.7M | $699,598 | $1.4M |
| 2022 | 245 | $20.2M | $913,193 | $1.3M |
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 |
|---|---|---|---|---|
| UNITED PLANNER'S FINANCIAL SERVICES | Investment Advisor | $32,520 | — | $32,520 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $32,053 | — | $32,053 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $14,721 | — | $14,721 |
| RAYMOND JAMES & ASSOCIATES INC | Investment Advisor | $12,380 | — | $12,380 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $91,674
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | $91,674 | $59,621 | — | — | — |
| 2023 | $58,193 | $42,220 | — | — | — |
| 2022 | $64,594 | — | $64,594 | — | — |