Plan Snapshot
- Plan Sponsor: Service Federal Credit Union
- Sponsor EIN: 020240752
- Sponsor Address: 3003 LAFAYETTE ROAD, PORTSMOUTH, NH, 03801
- Plan Type: 401(k)
- Total Participants: 999
- Total Assets: $112.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 999 | $112.9M | $7.0M | $4.7M |
| 2023 | 966 | $90.4M | $6.6M | $3.9M |
| 2022 | 941 | $67.2M | $4.0M | $3.7M |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — 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 | $55,366 | $35,859 | — | — | — |
| 2023 | $60,093 | $47,418 | — | — | — |
| 2022 | $50,635 | $40,053 | — | — | — |