Plan Snapshot
- Plan Sponsor: Seven Seventeen Credit Union, INC.
- Sponsor EIN: 340825325
- Sponsor Address: 3181 LARCHMONT AVENUE, N.E., WARREN, OH, 44483
- Plan Type: 401(k)
- Total Participants: 186
- Total Assets: $18.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 186 | $18.1M | $1.0M | $567,526 |
| 2023 | 187 | $15.2M | $1.0M | $534,359 |
| 2022 | 194 | $13.3M | $1.0M | $556,104 |
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 |
|---|---|---|---|---|
| DOEREN MAYHEW ASSURANCE | Auditor | $3,837 | — | $3,837 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DOEREN MAYHEW ASSURANCE — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,837
- Estimated Expense Ratio: 0.021% 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 | $39,468 | $7,216 | — | $3,837 | — |
| 2023 | $22,415 | $3,865 | $6,650 | — | — |
| 2022 | $12,478 | — | — | — | — |