Plan Snapshot
- Plan Sponsor: Selco Community Credit Union
- Sponsor EIN: 930163693
- Sponsor Address: PO BOX 7487, SPRINGFIELD, OR, 97475
- Plan Type: 401(k)
- Total Participants: 455
- Total Assets: $48.7M
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 | 455 | $48.7M | $2.6M | $2.2M |
| 2023 | 462 | $40.9M | $2.3M | $2.1M |
| 2022 | 421 | $34.9M | $1.9M | $1.9M |
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 |
|---|---|---|---|---|
| ROEHL & YI INVESTMENT ADV LLC | INVESTMENT ADVISOR | $65,389 | — | $65,389 |
| JOHN HANCOCK | RECORDKEEPER | $63,483 | — | $63,483 |
| PRIME PENSIONS NORTHWEST, LLC | TPA | $16,234 | — | $16,234 |
| MOSS ADAMS LLP | AUDITOR | $6,300 | — | $6,300 |
| BAKER TILLY US, LLP | Auditor | $6,300 | — | $6,300 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK — RECORDKEEPER
- MOSS ADAMS LLP — AUDITOR
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $157,706
- Estimated Expense Ratio: 0.324% of plan assets
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 | $151,406 | $65,389 | $63,483 | $6,300 | — |
| 2023 | $101,188 | $43,412 | $49,776 | — | — |
| 2022 | $133,861 | $64,905 | $61,756 | — | $7,200 |