Plan Snapshot
- Plan Sponsor: Sharefax Credit Union, INC.
- Sponsor EIN: 310627742
- Sponsor Address: 604 IVY GATEWAY, CINCINNATI, OH, 45245
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 90
- Total Assets: $7.0M
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. |
|---|
| 2025 | 90 | $7.0M | $0 | $0 |
| 2024 | 83 | $8.7M | $120,961 | $324,703 |
| 2023 | 74 | $8.4M | $135,056 | $365,607 |
| 2022 | 69 | $6.9M | $113,056 | $307,673 |