# Selco Community Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/selco-community-credit-union-401k-plan

> Selco Community Credit Union's 401(k) plan: 455 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [MOSS ADAMS LLP](https://planprovider.pro/provider/milliman) — AUDITOR

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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|

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

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