Plan Snapshot
- Plan Sponsor: Valley Credit Union
- Sponsor EIN: 936027729
- Sponsor Address: 2096 MISSION STREET SE, SALEM, OR, 97309
- Plan Type: 401(k)
- Total Participants: 18
- Total Assets: $1.7M
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 | 18 | $1.7M | $64,048 | $96,470 |
| 2023 | 16 | $1.4M | $65,782 | $93,330 |
| 2022 | 15 | $1.1M | $42,041 | $74,604 |