Plan Snapshot
- Plan Sponsor: Service Federal Credit Union
- Sponsor EIN: 020240752
- Sponsor Address: 3003 LAFAYETTE RD, PORTSMOUTH, NH, 03801
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 886
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 886 | $0 | $0 | $0 |
| 2024 | 867 | $0 | $0 | $0 |
| 2023 | 920 | $0 | $0 | $0 |
| 2022 | 829 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| HEALTH PLANS, INC. | Recordkeeper | $662,888 | — | $662,888 |
| DELTA DENTAL PLAN OF NEW HAMPSHIRE | Other Service Provider | $74,980 | — | $74,980 |
| UNUM LIFE INSURANCE COMPANY OF AMER | Other Service Provider | $36,162 | — | $36,162 |
| FRED C. CHURCH, INC. | Investment Advisor | $12,877 | — | $12,877 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $786,907
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |