Plan Snapshot
- Plan Sponsor: The Police Credit Union Of California
- Sponsor EIN: 941278209
- Sponsor Address: 1250 GRUNDY LN, SAN BRUNO, CA, 940663032
- Plan Type: 401(k)
- Total Participants: 137
- Total Assets: $34.5M
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 | 137 | $34.5M | $1.1M | $1.3M |
| 2023 | 132 | $30.8M | $1.0M | $1.2M |
| 2022 | 128 | $26.4M | $960,165 | $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 |
|---|---|---|---|---|
| TURNER, WARREN, HWANG & CONRAD AC | 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 | $105,865 | $29,747 | $64,219 | — | — |
| 2023 | $91,503 | $25,537 | $55,752 | — | — |
| 2022 | $88,518 | $24,262 | $64,256 | — | — |