Mountain America Federal Credit Union 401(K) Plan — Form 5500 plan (Mountain America 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, Mountain America Federal Credit Union 401(K) Plan is a benefit plan reported by Mountain America Federal Credit Union under EIN 87-0172956 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,808 participants and $206,034,563 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mountain America Federal Credit Union
- EIN
- 87-0172956
- Plan number
- 001
- Plan type
- 2
- Location
- Sandy, UT
- Latest filing year
- 2023
- Participants
- 3,808
- End-of-year plan assets
- $206,034,563
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,808 | H, C | 20240926110904NAL0000336947001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $206,034,563
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $206,034,563
- Net assets (BOY)
- $162,037,752
Income & contributions
- Employer contributions
- $9,256,923
- Participant contributions
- $14,234,705
- Total contributions
- $25,840,637
- Total income / additions
- $57,114,797
Expenses & distributions
- Benefits paid
- $12,816,288
- Administrative expenses
- $297,554
- Total expenses
- $13,117,986
- Net increase / (decrease)
- $43,996,811
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $231,155 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $28,899 | not reported in the loaded dataset | 2023 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $28,125 | not reported in the loaded dataset | 2023 |
| Resources Investment Advisors LLC | INVESTMENT ADVISOR | $9,375 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mountain America Federal Credit Union
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Sandy, UT
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Onedigital Investment Advisors LLC — Schedule C compensation
- Resources Investment Advisors LLC — Schedule C compensation