# St. Anne'S Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/st-anne-s-credit-union-of-fall-river-mass-401k-plan

> St. Anne'S Credit Union's 401(k) plan: 139 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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