Plan Snapshot
- Plan Sponsor: Wright Patman Congressional Federal Credit Union
- Sponsor EIN: 530227896
- Sponsor Address: 10461 WHITE GRANITE DR, OAKTON, VA, 22124
- Plan Type: 401(k)
- Total Participants: 150
- Total Assets: $22.0M
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 | 150 | $22.0M | $659,369 | $1.0M |
| 2023 | 141 | $19.4M | $595,572 | $938,539 |
| 2022 | 125 | $17.3M | $562,141 | $898,930 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $15,375 | $15,375 | — | — | — |
| 2023 | $54,750 | $54,750 | — | — | — |
| 2022 | $49,713 | — | $5,112 | — | $44,601 |