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

> California Credit Union's 401(k) plan: 522 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$54,314|—|$54,314|

| 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:** $54,314

- **Estimated Expense Ratio:** 0.049% 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|$54,442|—|$54,442|—|—|

| 2023|$43,343|—|$43,343|—|—|

| 2022|$28,611|—|$28,611|—|—|

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