Plan Snapshot
- Plan Sponsor: Campus Usa Credit Union
- Sponsor EIN: 590637646
- Sponsor Address: 14007 NW 1ST RD, JONESVILLE, FL, 32669
- Plan Type: 401(k)
- Total Participants: 422
- Total Assets: $41.9M
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 | 422 | $41.9M | $1.3M | $2.0M |
| 2023 | 399 | $36.1M | $1.2M | $1.8M |
| 2022 | 382 | $29.3M | $1.1M | $1.7M |
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 |
|---|---|---|---|---|
| DOEREN MAYHEW | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DOEREN MAYHEW — 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 | $96,176 | — | $96,176 | — | — |
| 2023 | $96,360 | — | $96,360 | — | — |
| 2022 | $91,027 | — | $91,027 | — | — |