Plan Snapshot
- Plan Sponsor: Telhio Credit Union. INC.
- Sponsor EIN: 314154280
- Sponsor Address: 330 RUSH ALLEY, STE 500, COLUMBUS, OH, 43215
- Plan Type: 401(k)
- Total Participants: 276
- Total Assets: $19.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 276 | $19.5M | $912,365 | $1.3M |
| 2023 | 200 | $19.7M | $846,217 | $1.2M |
| 2022 | 254 | $16.7M | $880,534 | $1.2M |
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 |
|---|---|---|---|---|
| HAMMERMAN, GRAF, HUGHES & CO. | 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 | $15,575 | — | $15,575 | — | — |
| 2023 | $19,603 | — | $19,603 | — | — |
| 2022 | $16,753 | — | $16,753 | — | — |