Plan Snapshot
- Plan Sponsor: Town & Country Federal Credit Union
- Sponsor EIN: 010232897
- Sponsor Address: PO BOX 9420, SOUTH PORTLAND, ME, 041169420
- Plan Type: 401(k)
- Total Participants: 129
- Total Assets: $14.7M
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 | 129 | $14.7M | $424,450 | $714,107 |
| 2023 | 113 | $12.2M | $532,918 | $615,815 |
| 2022 | 104 | $9.7M | $452,342 | $474,674 |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI 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 | $1,904 | — | $1,904 | — | — |
| 2023 | $263 | — | $263 | — | — |
| 2022 | $2,256 | — | $2,256 | — | — |