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

> Altura Credit Union's 401(k) plan: 473 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| CMFG LIFE INSURANCE COMPANY|NONE|$114,026|—|$114,026|

| MEMBERS CAPITAL ADVISORS, INC|NONE|$34,475|—|$34,475|

| PRICEKUBECKA, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CMFG LIFE INSURANCE COMPANY](https://planprovider.pro/provider/trustage) — NONE

- [PRICEKUBECKA, PLLC](https://planprovider.pro/provider/pricekubecka-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $148,501

- **Estimated Expense Ratio:** 0.363% 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|$148,501|$34,475|$96,788|—|—|

| 2023|$115,444|$26,823|$75,209|—|—|

| 2022|$125,291|$24,442|$100,849|—|—|

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