Plan Snapshot
- Plan Sponsor: Alliant Credit Union
- Sponsor EIN: 366066772
- Sponsor Address: 11545 TOUHY AVE, CHICAGO, IL, 60666
- Plan Type: 401(k)
- Total Participants: 873
- Total Assets: $137.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 873 | $137.2M | $5.0M | $8.6M |
| 2023 | 862 | $114.2M | $4.6M | $7.8M |
| 2022 | 827 | $88.3M | $4.0M | $6.9M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PLANTE AND MORAN PLLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $58,815 | $44,039 | — | — | — |
| 2023 | $58,277 | $44,889 | — | — | — |
| 2022 | $45,058 | $36,039 | — | — | — |