# Monterra Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/san-mateo-credit-union-401k-plan

> Monterra Credit Union's 401(k) plan: 217 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Monterra Credit Union

- **Sponsor EIN:** 941231186

- **Sponsor Address:** 350 CONVENTION WAY, REDWOOD CITY, CA, 94063

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

- **Total Participants:** 217

- **Total Assets:** $43.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|217|$43.6M|$978,514|$1.9M|

| 2023|210|$37.7M|$889,288|$1.7M|

| 2022|199|$30.8M|$807,182|$1.5M|

## 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|

| TURNER, WARREN, HWANG & CONRAD AC|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|$43,505|—|—|—|—|

| 2023|$36,814|—|—|—|—|

| 2022|$55,879|—|—|—|—|

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