# Wright-Patt Credit Union, INC. 401(k) Plan
Source: https://planprovider.pro/companies/wright-patt-credit-union-inc-401k-plan

> Wright-Patt Credit Union, INC.'s 401(k) plan: 1,429 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wright-Patt Credit Union, INC.

- **Sponsor EIN:** 310278870

- **Sponsor Address:** 3560 PENTAGON BLVD, BEAVERCREEK, OH, 45431

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

- **Total Participants:** 1,429

- **Total Assets:** $137.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|1,429|$137.8M|$7.6M|$7.7M|

| 2023|1,384|$111.1M|$6.9M|$6.9M|

| 2022|1,291|$88.7M|$6.1M|$6.1M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$131,161|—|$131,161|

| FLAGEL HUBER FLAGEL|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [FLAGEL HUBER FLAGEL](https://planprovider.pro/provider/flagel-huber-flagel) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $131,161

- **Estimated Expense Ratio:** 0.095% 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|$134,293|$3,132|$600|—|—|

| 2023|$128,969|$6,000|—|—|—|

| 2022|$154,092|—|—|—|—|

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