Plan Snapshot
- Plan Sponsor: Trona Valley Community Federal Credit Union
- Sponsor EIN: 830204001
- Sponsor Address: 840 HITCHING POST DR, GREEN RIVER, WY, 82935
- Plan Type: DB
- Total Participants: 69
- Total Assets: $19.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 69 | $19.7M | $0 | $0 |
| 2023 | 119 | $18.2M | $0 | $0 |
| 2022 | 116 | $15.2M | $0 | $0 |
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 |
|---|---|---|---|---|
| SINGERLEWAK LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SINGERLEWAK 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 | $7,548 | $1,481 | $5,179 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |