Plan Snapshot
- Plan Sponsor: Citizens Equity First Credit Union
- Sponsor EIN: 376028123
- Sponsor Address: 5401 W DIRKSEN PARKWAY, PEORIA, IL, 61607
- Plan Type: DB
- Total Participants: 876
- Total Assets: $208.9M
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 | 876 | $208.9M | $5.3M | $0 |
| 2023 | 820 | $201.4M | $5.5M | $0 |
| 2022 | 780 | $195.4M | $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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — 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 | $297,256 | $251,029 | — | — | — |
| 2023 | $338,419 | $290,302 | — | — | — |
| 2022 | $357,480 | $311,737 | — | — | — |