# Visions Federal Credit Union DB Plan
Source: https://planprovider.pro/companies/visions-federal-credit-union-plan-001

> Visions Federal Credit Union's DB plan: 686 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Visions Federal Credit Union

- **Sponsor EIN:** 160920502

- **Sponsor Address:** 24 MCKINLEY AVE, ENDICOTT, NY, 137605415

- **Plan Type:** DB

- **Total Participants:** 686

- **Total Assets:** $151.9M

## 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|686|$151.9M|$5.7M|$0|

| 2023|630|$134.8M|$0|$0|

| 2022|550|$119.8M|$10.0M|$0|

## 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|

| MEMBERS TRUST COMPANY|INVESTMENT MANAGER|$36,510|—|$36,510|

| BESTVEST INVESTMENTS|INVESTMENT MANAGER|—|$16,393|$16,393|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $52,903

- **Estimated Expense Ratio:** 0.035% 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|$36,510|$36,510|—|—|—|

| 2023|$70,012|$70,012|—|—|—|

| 2022|$69,259|—|—|—|—|

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