# Alliant Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/alliant-credit-union-401k-plan

> Alliant Credit Union's 401(k) plan: 873 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$44,039|—|$44,039|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$15,007|—|$15,007|

| PLANTE AND MORAN PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $59,046

- **Estimated Expense Ratio:** 0.043% of plan assets

### 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|—|—|—|

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