# Citizens Equity First Credit Union DB Plan
Source: https://planprovider.pro/companies/citizens-equity-first-credit-union-plan-001

> Citizens Equity First Credit Union's DB plan: 876 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| MEKETA FIDUCIARY MANAGEMENT, LLC|NONE|$243,929|—|$243,929|

| BANK OF AMERICA|NONE|$46,227|—|$46,227|

| STATE STREET GLOBAL ADVISORS CO.|NONE|$6,036|—|$6,036|

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

### Verified Provider Profiles

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

- [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:** $296,192

- **Estimated Expense Ratio:** 0.142% 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|$297,256|$251,029|—|—|—|

| 2023|$338,419|$290,302|—|—|—|

| 2022|$357,480|$311,737|—|—|—|

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