# Spokane Teachers Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/spokane-teachers-credit-union-401k-plan-033

> Spokane Teachers Credit Union's 401(k) plan: 944 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Spokane Teachers Credit Union

- **Sponsor EIN:** 910565128

- **Sponsor Address:** 1620 N SIGNAL DR, LIBERTY LAKE, WA, 99019

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

- **Total Participants:** 944

- **Total Assets:** $126.1M

## 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|944|$126.1M|$6.2M|$5.3M|

| 2023|901|$104.3M|$5.4M|$4.9M|

| 2022|850|$82.0M|$4.7M|$4.2M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$99,750|—|$99,750|

| STRATEGIC ADVISORS, INC.|ADVISOR|$59,787|—|$59,787|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $159,537

- **Estimated Expense Ratio:** 0.127% 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|$159,602|$59,852|$600|—|—|

| 2023|$149,184|$43,569|—|—|—|

| 2022|$137,074|$30,541|—|—|—|

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