# Trumark Financial Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/trumark-financial-credit-union-401k-plan

> Trumark Financial Credit Union's 401(k) plan: 412 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/sentinel-group) — INVESTMENT ADVISORY

- [RKL LLP](https://planprovider.pro/provider/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trumark-financial-credit-union-401k-plan)

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