Plan Snapshot
- Plan Sponsor: St. Anne'S Credit Union
- Sponsor EIN: 042128094
- Sponsor Address: PO BOX O, FALL RIVER, MA, 027240386
- Plan Type: 401(k)
- Total Participants: 139
- Total Assets: $16.0M
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 | 139 | $16.0M | $488,243 | $576,096 |
| 2023 | 147 | $14.0M | $500,473 | $608,281 |
| 2022 | 143 | $11.5M | $446,908 | $543,967 |
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 |
|---|---|---|---|---|
| KAHN, LITWIN, RENZA & CO., LTD | Auditor | — | — | $0 |
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 | $25,591 | — | $21,789 | — | — |
| 2023 | $21,069 | — | $17,945 | — | — |
| 2022 | $21,717 | — | $21,717 | — | — |