# Centris Federal Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/centris-federal-credit-union-470376036-003

> Centris Federal Credit Union's 401(k) plan: 288 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, 681441169

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

- **Plan Number:** 003

- **Total Participants:** 288

- **Total Assets:** $17.7M

## 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|288|$17.7M|$749,665|$1.4M|

| 2023|284|$16.3M|$698,129|$1.2M|

| 2022|273|$12.7M|$626,028|$1.1M|

## 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|$105,529|—|$105,529|

| GROVE POINT ADVISORS, LLC|Investment Advisor|—|$18,750|$18,750|

| ROLAND CRISS FIDUCIARY SERVICES|Other Service Provider|—|$8,000|$8,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $132,279

- **Estimated Expense Ratio:** 0.746% 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|$105,529|—|$105,529|—|—|

| 2023|$91,684|—|$91,684|—|—|

| 2022|$74,989|—|$74,989|—|—|

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