Plan Snapshot
- Plan Sponsor: Sacramento Credit Union
- Sponsor EIN: 941530642
- Sponsor Address: 800 H ST, SACRAMENTO, CA, 958142607
- Plan Type: 401(k)
- Total Participants: 86
- Total Assets: $18.2M
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 | 86 | $18.2M | $829,085 | $548,765 |
| 2023 | 88 | $15.9M | $487,596 | $572,770 |
| 2022 | 98 | $13.9M | $461,264 | $602,425 |
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 |
|---|---|---|---|---|
| CAMPBELL TAYLOR WASHBURN | 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 | $37,567 | $1,050 | $36,517 | — | — |
| 2023 | $37,969 | — | $37,969 | — | — |
| 2022 | $38,859 | — | $38,859 | — | — |