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

> Teg Federal Credit Union's DB plan: 102 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 146077731

- **Sponsor Address:** 1 COMMERCE STREET, POUGHKEEPSIE, NY, 12601

- **Plan Type:** DB

- **Total Participants:** 102

- **Total Assets:** $17.3M

## 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|102|$17.3M|$0|$0|

| 2023|96|$15.3M|$500,000|$0|

| 2022|91|$13.4M|$1.0M|$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|

| THE BONADIO GROUP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [THE BONADIO GROUP](https://planprovider.pro/provider/bonadio-and-co-llp) — Auditor

## 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|$118,661|$69,560|—|—|—|

| 2023|$103,628|$60,753|—|—|—|

| 2022|$97,327|$57,054|—|—|—|

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