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

> Cabrillo Credit Union's 401(k) plan: 71 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cabrillo Credit Union

- **Sponsor EIN:** 951968774

- **Sponsor Address:** PO BOX 261169, SAN DIEGO, CA, 921961169

- **Plan Type:** 401(k)

- **Total Participants:** 71

- **Total Assets:** $8.1M

## 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|71|$8.1M|$278,122|$365,589|

| 2023|69|$7.0M|$243,433|$358,930|

| 2022|79|$5.9M|$238,870|$337,501|

## 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|

| TURNER, WARREN, HWANG & CONRAD AC|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|$44,338|$7,364|$31,984|—|—|

| 2023|$37,167|$5,837|$27,244|—|—|

| 2022|$36,462|$5,533|$30,929|—|—|

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