Plan Snapshot
- Plan Sponsor: Truity Federal Credit Union
- Sponsor EIN: 730561962
- Sponsor Address: P.O. BOX 1358, BARTLESVILLE, OK, 740051358
- Plan Type: 401(k)
- Total Participants: 227
- Total Assets: $34.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 227 | $34.6M | $1.3M | $1.2M |
| 2023 | 220 | $29.3M | $1.1M | $1.1M |
| 2022 | 196 | $24.6M | $1.0M | $931,757 |
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 |
|---|---|---|---|---|
| HOGANTAYLOR LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOGANTAYLOR 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 | $70,195 | — | $56,385 | — | — |
| 2023 | $56,755 | — | $45,025 | — | — |
| 2022 | $56,380 | $53,146 | $3,234 | — | — |