# Safe 1 Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/safe-1-credit-union-401k-plan

> Safe 1 Credit Union's 401(k) plan: 116 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Safe 1 Credit Union

- **Sponsor EIN:** 951812302

- **Sponsor Address:** 1400 MILL ROCK WAY, BAKERSFIELD, CA, 93311

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

- **Total Participants:** 116

- **Total Assets:** $18.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|116|$18.2M|$610,823|$565,522|

| 2023|113|$15.2M|$588,474|$497,967|

| 2022|100|$12.4M|$476,591|$409,122|

## 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|

| JONES, NALE & MATTINGLY PLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JONES, NALE & MATTINGLY PLC](https://planprovider.pro/provider/jones-nale-and-mattingly-plc) — 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|$32,820|—|$1,650|—|—|

| 2023|$18,870|—|$2,813|—|—|

| 2022|$2,480|—|$530|—|$1,950|

## Similar Plans

- [Provident Credit Union](https://planprovider.pro/companies/provident-credit-union-401k-plan) — 332 participants

- [Technology Credit Union](https://planprovider.pro/companies/technology-credit-union-401k-plan) — 344 participants

- [Chevron Federal Credit Union](https://planprovider.pro/companies/chevron-federal-credit-union-401k-plan) — 353 participants

- [Orange County Credit Union](https://planprovider.pro/companies/orange-county-credit-union-401k-plan) — 359 participants

- [Credit Union Of Southern California](https://planprovider.pro/companies/credit-union-southern-california-401k-plan) — 429 participants

- [Premier America Credit Union](https://planprovider.pro/companies/premier-america-credit-union-401k-plan) — 435 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/safe-1-credit-union-401k-plan)

© 2026 PlanProvider.Pro