Plan Snapshot
- Plan Sponsor: Ascentra Credit Union
- Sponsor EIN: 420747751
- Sponsor Address: 2019 GRANT ST, BETTENDORF, IA, 527224930
- Plan Type: 401(k)
- Total Participants: 170
- Total Assets: $17.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 170 | $17.7M | $569,261 | $778,617 |
| 2023 | 150 | $16.0M | $473,952 | $650,464 |
| 2022 | 128 | $13.8M | $462,669 | $642,494 |
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 |
|---|---|---|---|---|
| HONKAMP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HONKAMP — 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 | $63,235 | $1,729 | $51,990 | — | — |
| 2023 | $55,342 | $1,420 | $42,897 | — | — |
| 2022 | $53,987 | — | $48,937 | — | $5,050 |