# Whitefish Credit Union Association 401(k) Plan
Source: https://planprovider.pro/companies/whitefish-credit-union-association-401k-plan

> Whitefish Credit Union Association's 401(k) plan: 216 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Whitefish Credit Union Association

- **Sponsor EIN:** 810208730

- **Sponsor Address:** PO BOX 37, WHITEFISH, MT, 599370037

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

- **Total Participants:** 216

- **Total Assets:** $11.4M

## 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|216|$11.4M|$418,015|$971,809|

| 2023|207|$9.7M|$403,847|$859,877|

| 2022|221|$7.7M|$377,054|$811,450|

## 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|

| PLANTE & MORAN, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — 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|$43,256|—|$36,148|—|—|

| 2023|$41,389|—|$34,145|—|—|

| 2022|$40,358|$37,315|$3,043|—|—|

## Similar Plans

- [Whitefish Credit Union Association](https://planprovider.pro/companies/whitefish-credit-union-association-plan) — 177 participants

- [Clearwater Federal Credit Union](https://planprovider.pro/companies/clearwater-federal-credit-union-401k-plan) — 170 participants

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