Plan Snapshot
- Plan Sponsor: Altura Credit Union
- Sponsor EIN: 952023588
- Sponsor Address: 2847 CAMPUS PARKWAY, RIVERSIDE, CA, 925070906
- Plan Type: 401(k)
- Total Participants: 473
- Total Assets: $40.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 473 | $40.9M | $1.7M | $2.3M |
| 2023 | 469 | $34.7M | $1.6M | $2.2M |
| 2022 | 450 | $27.3M | $1.1M | $2.0M |
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 |
|---|---|---|---|---|
| PRICEKUBECKA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEKUBECKA, PLLC — Auditor
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 | $148,501 | $34,475 | $96,788 | — | — |
| 2023 | $115,444 | $26,823 | $75,209 | — | — |
| 2022 | $125,291 | $24,442 | $100,849 | — | — |