Addition Financial Credit Union DBA Addition Financial 401(k) match, vesting and fees
What Addition Financial Credit Union DBA Addition Financial's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Stancorp Financial Group | Schedule C ↗ |
| Independent auditor | Doeren Mayhew Assurance (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 655 defined-contribution plans in finance and insurance with 500 to 999 participants.
| Addition Financial Credit Union DBA Addition Financial: employer contribution per participant | $2,279 | |
| Peer median | $2,935 |
| Addition Financial Credit Union DBA Addition Financial: average balance | $77,396 | |
| Peer median | $92,770 |
| Addition Financial Credit Union DBA Addition Financial: admin expenses ÷ assets | 0.07% | |
| Peer median | 0.15% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $47.5M at the end of plan year 2021 to $50.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 651 | $50.2M | $1.5M | $2,279 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 671 | $44.7M | $1.4M | $2,110 | 0.08% | Not published | Form 5500 ↗ |
| 2022 | 634 | $38M | $1.3M | $1,987 | 0.07% | Not published | Form 5500 ↗ |
| 2021 | 618 | $47.5M | $1.3M | $2,186 | 0.06% | Not published | Form 5500 ↗ |
Common questions
Does Addition Financial Credit Union DBA Addition Financial match 401(k) contributions?
The match terms for the Addition Financial Credit Union 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $1.5M in employer contributions, about $2,279 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Addition Financial Credit Union DBA Addition Financial 401(k) match vested?
The vesting schedule for the Addition Financial Credit Union 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Addition Financial Credit Union DBA Addition Financial 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Stancorp Financial Group. The plan administrator is Addition Financial Credit Union DBA Addition Financial.
I left Addition Financial Credit Union DBA Addition Financial. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Addition Financial Credit Union DBA Addition Financial, (800) 771-9411) or the recordkeeper, Stancorp Financial Group. The Addition Financial Credit Union DBA Addition Financial old 401(k) page lists the contacts from every plan filing. Find an old Addition Financial Credit Union DBA Addition Financial 401(k)
Data from the public Form 5500 annual reports Addition Financial Credit Union DBA Addition Financial filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Addition Financial Credit Union DBA Addition Financial. Not financial advice. Report a correction · Methodology