Plan Snapshot
- Plan Sponsor: United States Senate Federal Credit Union
- Sponsor EIN: 530197042
- Sponsor Address: 2750 EISENHOWER AVENUE, ALEXANDRIA, VA, 22314
- Plan Type: 401(k)
- Total Participants: 150
- Total Assets: $23.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 150 | $23.2M | $1.0M | $1.1M |
| 2023 | 135 | $20.6M | $929,195 | $996,390 |
| 2022 | 132 | $16.5M | $790,869 | $847,112 |
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 |
|---|---|---|---|---|
| CST GROUP, CPAS, PC | Auditor | — | — | $0 |
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 | $53,505 | $50,768 | — | — | — |
| 2023 | $47,110 | $44,269 | — | — | — |
| 2022 | $49,375 | — | — | — | — |