Potlach No. 1 Financial Credit Union retirement plan: assets, participants and fees
What Potlach No. 1 Financial Credit Union's retirement plan 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 | Cmfg Life Insurance Company | Schedule C ↗ |
| Independent auditor | Doeren Mayhew Assurance (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · 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.
| Potlach No. 1 Financial Credit Union: employer contribution per participant | $2,495 | |
| Peer median | $2,935 |
| Potlach No. 1 Financial Credit Union: average balance | $59,039 | |
| Peer median | $92,585 |
| Potlach No. 1 Financial Credit Union: admin expenses ÷ assets | 0.16% | |
| 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 $23.7M at the end of plan year 2023 to $29.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 511 | $29.6M | $1.2M | $2,495 | 0.16% | Not published | Form 5500 ↗ |
| 2023 | 492 | $23.7M | $1.2M | $2,526 | 0.13% | Not published | Form 5500 ↗ |
Other Potlach No. 1 Financial Credit Union plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Potlatch No 1 Financial Credit Union Cash Balance 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.
| Independent auditor | Doeren Mayhew Assurance (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Potlach No. 1 Financial Credit Union match 401(k) contributions?
The match terms for the P1fcu 401(k) Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $1.2M in employer contributions, about $2,495 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Potlach No. 1 Financial Credit Union 401(k) match vested?
The vesting schedule for the P1fcu 401(k) Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Potlach No. 1 Financial Credit Union 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Cmfg Life Insurance Company. The plan administrator is Potlach No. 1 Financial Credit Union.
I left Potlach No. 1 Financial Credit Union. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Potlach No. 1 Financial Credit Union, (208) 746-8900) or the recordkeeper, Cmfg Life Insurance Company. The Potlach No. 1 Financial Credit Union old 401(k) page lists the contacts from every plan filing. Find an old Potlach No. 1 Financial Credit Union 401(k)
Data from the public Form 5500 annual reports Potlach No. 1 Financial 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 Potlach No. 1 Financial Credit Union. Not financial advice. Report a correction · Methodology