Eastrise Federal Credit Union 401(k) match, vesting and fees
What Eastrise Federal Credit Union'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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Mcsoley Mccoy & Co (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 658 defined-contribution plans in finance and insurance with 500 to 999 participants.
| Eastrise Federal Credit Union: employer contribution per participant | $3,954 | |
| Peer median | $2,935 |
| Eastrise Federal Credit Union: average balance | $106,712 | |
| Peer median | $92,585 |
| Eastrise Federal Credit Union: admin expenses ÷ assets | 0.28% | |
| 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 $46.6M at the end of plan year 2023 to $64M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 600 | $64M | $2.4M | $3,954 | 0.28% | Not published | Form 5500 ↗ |
| 2023 | 543 | $46.6M | $2.3M | $4,172 | 0.06% | Not published | Form 5500 ↗ |
Other Eastrise Federal Credit Union plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
New England Federal Credit Union Capital Accumulation Plan
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.
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
New England Federal Credit Union Defined Benefit Plan and Trust
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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Mcsoley Mccoy & Co (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Eastrise Federal Credit Union match 401(k) contributions?
The match terms for the Eastrise Federal Credit Union Salary Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $2.4M in employer contributions, about $3,954 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Eastrise Federal Credit Union 401(k) match vested?
The vesting schedule for the Eastrise Federal Credit Union Salary Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Eastrise Federal Credit Union 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Eastrise Federal Credit Union.
I left Eastrise Federal Credit Union. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Eastrise Federal Credit Union, (802) 879-8790) or the recordkeeper, Principal Life Insurance Company. The Eastrise Federal Credit Union old 401(k) page lists the contacts from every plan filing. Find an old Eastrise Federal Credit Union 401(k)
Data from the public Form 5500 annual reports Eastrise Federal Credit Union filed with the U.S. Department of Labor (plan years 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 Eastrise Federal Credit Union. Not financial advice. Report a correction · Methodology