# Sharefax Credit Union, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sharefax-credit-union-inc-plan-001

> Sharefax Credit Union, INC.'s 401(k) plan: 83 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sharefax Credit Union, INC.

- **Sponsor EIN:** 310627742

- **Sponsor Address:** 1147 OLD STATE ROUTE 74, BATAVIA, OH, 451031501

- **Plan Type:** 401(k)

- **Total Participants:** 83

- **Total Assets:** $8.7M

## 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|83|$8.7M|$120,961|$324,703|

| 2023|74|$8.4M|$135,056|$365,607|

| 2022|69|$6.9M|$113,056|$307,673|

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