Plan Snapshot
- Plan Sponsor: Trumark Financial Credit Union
- Sponsor EIN: 231357086
- Sponsor Address: 335 COMMERCE DR, FORT WASHINGTON, PA, 190342712
- Plan Type: 401(k)
- Total Participants: 412
- Total Assets: $42.7M
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 | 412 | $42.7M | $1.5M | $2.5M |
| 2023 | 393 | $36.6M | $1.4M | $2.2M |
| 2022 | 364 | $30.7M | $1.2M | $1.9M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $105,180 | — | $105,180 |
| KESTRA ADVISORY SERVICES, LLC | INVESTMENT ADVISORY | — | $35,000 | $35,000 |
| RKL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KESTRA ADVISORY SERVICES, LLC — INVESTMENT ADVISORY
- RKL LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $140,180
- Estimated Expense Ratio: 0.328% 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 | $105,180 | — | $105,180 | — | — |
| 2023 | $85,267 | — | $85,267 | — | — |
| 2022 | $91,007 | — | $91,007 | — | — |