# Three Rivers Federal Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/three-rivers-federal-credit-union-401k-plan

> Three Rivers Federal Credit Union's 401(k) plan: 479 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| STANCORP FINANCIAL GROUP|NONE|$124,630|—|$124,630|

| HAINES, ISENBARGER & SKIBA, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [HAINES, ISENBARGER & SKIBA, LLC](https://planprovider.pro/provider/haines-isenbarger-and-skiba-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $124,630

- **Estimated Expense Ratio:** 0.267% 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|$20,078|—|$20,078|—|—|

| 2023|$12,577|—|$12,577|—|—|

| 2022|$13,237|—|$13,237|—|—|

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