# Citadel Federal Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/citadel-federal-credit-union-401k-plan

> Citadel Federal Credit Union's 401(k) plan: 554 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 231357102

- **Sponsor Address:** 520 EAGLEVIEW BLVD, EXTON, PA, 19341

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

- **Total Participants:** 554

- **Total Assets:** $84.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|554|$84.1M|$3.2M|$3.7M|

| 2023|549|$76.2M|$2.9M|$3.6M|

| 2022|528|$65.3M|$2.6M|$3.3M|

## 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|

| CREATIVE PLANNING LLC|ADVISOR/INVESTMENT ADV|$40,610|—|$40,610|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$13,660|—|$13,660|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CREATIVE PLANNING LLC](https://planprovider.pro/provider/creative-planning) — ADVISOR/INVESTMENT ADV

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $54,270

- **Estimated Expense Ratio:** 0.064% 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|$54,270|$40,610|$1,200|—|—|

| 2023|$59,817|$37,494|—|—|—|

| 2022|$19,463|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/citadel-federal-credit-union-401k-plan)

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