Plan Snapshot
- Plan Sponsor: Truliant Federal Credit Union
- Sponsor EIN: 560582032
- Sponsor Address: PO BOX 26000, WINSTON-SALEM, NC, 271146000
- Plan Type: 401(k)
- Total Participants: 893
- Total Assets: $68.5M
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 | 893 | $68.5M | $2.4M | $4.5M |
| 2023 | 875 | $60.3M | $2.2M | $4.2M |
| 2022 | 868 | $47.9M | $1.8M | $3.4M |
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 |
|---|---|---|---|---|
| DOEREN MAYHEW ASSURANCE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DOEREN MAYHEW ASSURANCE — 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 | $140,605 | $59,205 | $69,559 | — | — |
| 2023 | $106,432 | $46,540 | $51,475 | — | — |
| 2022 | $70,424 | $22,205 | $48,219 | — | — |