Plan Snapshot
- Plan Sponsor: Verve, A Credit Union
- Sponsor EIN: 390711674
- Sponsor Address: 107 W MAIN ST, LITTLE CHUTE, WI, 54140
- Plan Type: 401(k)
- Total Participants: 266
- Total Assets: $22.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 266 | $22.4M | $648,568 | $965,769 |
| 2023 | 328 | $21.9M | $659,590 | $977,392 |
| 2022 | 286 | $19.0M | $630,092 | $916,477 |
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 |
|---|---|---|---|---|
| HAWKINS ASH CPAS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAWKINS ASH CPAS LLP — Auditor
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 | $56,796 | — | $54,224 | — | — |
| 2023 | $45,704 | — | $45,704 | — | — |
| 2022 | $52,295 | — | $50,295 | — | $2,000 |