# Centris Federal Credit Union DB Plan
Source: https://planprovider.pro/companies/centris-federal-credit-union-470376036-001

> Centris Federal Credit Union's DB plan: 52 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Centris Federal Credit Union

- **Sponsor EIN:** 470376036

- **Sponsor Address:** 13120 PIERCE ST, OMAHA, NE, 681441131

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 52

- **Total Assets:** $34.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|52|$34.1M|$0|$0|

| 2023|56|$33.6M|$0|$0|

| 2022|59|$32.0M|$0|$0|

## 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|Recordkeeper|$117,806|—|$117,806|

| CAPITAL BANK AND TRUST|Investment Advisor|$30,607|—|$30,607|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $148,413

- **Estimated Expense Ratio:** 0.436% 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|$148,413|$30,607|$117,806|—|—|

| 2023|$93,215|$32,924|$60,291|—|—|

| 2022|$39,690|$11,667|$28,023|—|—|

## Similar Plans

- [Centris Federal Credit Union](https://planprovider.pro/companies/centris-federal-credit-union-470376036-003) — 288 participants

- [Cobalt Credit Union](https://planprovider.pro/companies/cobalt-credit-union-401k-plan) — 262 participants

- [Hubergroup Usa, INC.](https://planprovider.pro/companies/hubergroup-usa-inc-401k-plan) — 181 participants

- [Liberty First Credit Union](https://planprovider.pro/companies/liberty-first-credit-union-401k-plan) — 125 participants

- [Metro Cu Federal Credit Union](https://planprovider.pro/companies/metro-cu-federal-credit-union-401k-plan) — 98 participants

- [University Of Nebraska Federal Credit Union](https://planprovider.pro/companies/university-of-nebraska-federal-credit-union-401k-plan) — 41 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/centris-federal-credit-union-470376036-001)

© 2026 PlanProvider.Pro