Plan Snapshot
- Plan Sponsor: California Credit Union
- Sponsor EIN: 950951410
- Sponsor Address: 701 N BRAND BLVD., GLENDALE, CA, 912031295
- Plan Type: 401(k)
- Total Participants: 522
- Total Assets: $111.3M
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 | 522 | $111.3M | $2.6M | $4.0M |
| 2023 | 507 | $98.6M | $2.6M | $3.9M |
| 2022 | 536 | $84.2M | $2.6M | $3.8M |
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 | $54,442 | — | $54,442 | — | — |
| 2023 | $43,343 | — | $43,343 | — | — |
| 2022 | $28,611 | — | $28,611 | — | — |