Plan Snapshot
- Plan Sponsor: Three Rivers Federal Credit Union
- Sponsor EIN: 350885395
- Sponsor Address: PO BOX 2573, FORT WAYNE, IN, 468256554
- Plan Type: 401(k)
- Total Participants: 479
- Total Assets: $46.6M
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 | 479 | $46.6M | $1.3M | $2.6M |
| 2023 | 0 | $41.3M | $1.3M | $2.5M |
| 2022 | 471 | $32.9M | $1.2M | $2.5M |
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 |
|---|---|---|---|---|
| HAINES, ISENBARGER & SKIBA, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAINES, ISENBARGER & SKIBA, LLC — 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 | $20,078 | — | $20,078 | — | — |
| 2023 | $12,577 | — | $12,577 | — | — |
| 2022 | $13,237 | — | $13,237 | — | — |