# Utilities Employees Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/utilities-employees-credit-union-231278971-501

> Utilities Employees Credit Union's 401(k) plan: 108 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Utilities Employees Credit Union

- **Sponsor EIN:** 231278971

- **Sponsor Address:** 11 MERIDIAN BLVD, WYOMISSING, PA, 19612

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 108

- **Total Assets:** $439,233

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|108|$439,233|$1.1M|$230,082|

| 2023|86|$175,713|$916,881|$183,725|

| 2022|83|$247,331|$793,782|$171,285|

## 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|

| PATRIOT (POWER-KUNKLE GROUP, INC.)|Investment Advisor|$34,729|—|$34,729|

| THE BENECON GROUP|Investment Advisor|$20,508|—|$20,508|

| CONNECTCARE3|Other Service Provider|$5,783|—|$5,783|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $61,020

- **Estimated Expense Ratio:** 13.892% 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|$1,075,311|—|—|—|—|

| 2023|$1,206,903|—|—|—|—|

| 2022|$931,678|—|—|—|—|

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