Digital Federal Credit Union 401(K) Retirement Plan — Form 5500 plan (Digital Federal Credit Union)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Digital Federal Credit Union 401(K) Retirement Plan is a benefit plan reported by Digital Federal Credit Union under EIN 04-2683316 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,470 participants and $191,129,901 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Digital Federal Credit Union
EIN
04-2683316
Plan number
002
Plan type
2
Location
Marlborough, MA
Latest filing year
2023
Participants
2,470
End-of-year plan assets
$191,129,901

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,470H, C20241010111226NAL0011405795001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$191,129,901
Total liabilities (EOY)
$0
Net assets (EOY)
$191,129,901
Net assets (BOY)
$154,341,923

Income & contributions

Employer contributions
$8,770,675
Participant contributions
$10,284,725
Total contributions
$20,589,084
Total income / additions
$48,795,494

Expenses & distributions

Benefits paid
$11,543,327
Administrative expenses
$403,958
Total expenses
$12,007,516
Net increase / (decrease)
$36,787,978

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$220,332$02023
Morgan StanleyINVESTMENT ADVISOR$183,026not reported in the loaded dataset2023
Qdro Consultants Co LLCOTHER$600not reported in the loaded dataset2023

Related Form 5500 pages