Plan Snapshot
- Plan Sponsor: Sesloc Credit Union
- Sponsor EIN: 951722855
- Sponsor Address: P.O. BOX 5360, SAN LUIS OBISPO, CA, 934035360
- Plan Type: 401(k)
- Total Participants: 187
- Total Assets: $17.0M
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 | 187 | $17.0M | $531,541 | $1.2M |
| 2023 | 183 | $14.2M | $496,876 | $1.2M |
| 2022 | 188 | $11.5M | $450,336 | $1.1M |
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 AND BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON AND 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 | $10,955 | $5,574 | $1,200 | — | — |
| 2023 | $6,023 | $2,592 | — | — | — |
| 2022 | $4,075 | $1,475 | — | — | — |