# Teachers Federal Credit Union DB Plan
Source: https://planprovider.pro/companies/teachers-federal-credit-union-plan-003

> Teachers Federal Credit Union's DB plan: 676 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 111751016

- **Sponsor Address:** 102 MOTOR PARKWAY, HAUPPAUGE, NY, 11788

- **Plan Type:** DB

- **Total Participants:** 676

- **Total Assets:** $74.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|676|$74.5M|$6.9M|$0|

| 2023|705|$72.0M|$5.8M|$0|

| 2022|667|$64.0M|$8.3M|$0|

## 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|

| MERRILL LYNCH, PIERCE, FENNER AND S|NONE|$217,024|$12,372|$229,396|

| WOLF & COMPANY, P.C.|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $229,396

- **Estimated Expense Ratio:** 0.308% 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|$217,024|$217,024|—|—|—|

| 2023|$177,574|$177,574|—|—|—|

| 2022|$237,480|$232,805|—|—|—|

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