# Technology Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/technology-credit-union-401k-plan

> Technology Credit Union's 401(k) plan: 344 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Technology Credit Union

- **Sponsor EIN:** 941651781

- **Sponsor Address:** PO BOX 1409, SAN JOSE, CA, 951091409

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

- **Total Participants:** 344

- **Total Assets:** $77.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|344|$77.5M|$2.0M|$3.8M|

| 2023|333|$67.2M|$1.9M|$3.6M|

| 2022|311|$52.4M|$2.6M|$3.4M|

## 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|$12,890|—|$12,890|

| TURNER,WARREN, HWANG & CONRAD|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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $12,890

- **Estimated Expense Ratio:** 0.017% 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|$12,890|—|—|—|—|

| 2023|$16,176|—|—|—|—|

| 2022|$32,530|—|—|—|—|

## Similar Plans

- [Chevron Federal Credit Union](https://planprovider.pro/companies/chevron-federal-credit-union-401k-plan) — 353 participants

- [Provident Credit Union](https://planprovider.pro/companies/provident-credit-union-401k-plan) — 332 participants

- [Orange County Credit Union](https://planprovider.pro/companies/orange-county-credit-union-401k-plan) — 359 participants

- [Credit Union Of Southern California](https://planprovider.pro/companies/credit-union-southern-california-401k-plan) — 429 participants

- [Premier America Credit Union](https://planprovider.pro/companies/premier-america-credit-union-401k-plan) — 435 participants

- [Altura Credit Union](https://planprovider.pro/companies/altura-credit-union-401k-plan) — 473 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/technology-credit-union-401k-plan)

© 2026 PlanProvider.Pro