# Citizens Equity First Credit Union DC Plan
Source: https://planprovider.pro/companies/citizens-equity-first-credit-union-plan-002

> Citizens Equity First Credit Union's DC plan: 987 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:** DC

- **Total Participants:** 987

- **Total Assets:** $145.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|987|$145.1M|$1.2M|$4.0M|

| 2023|954|$124.6M|$1.2M|$3.7M|

| 2022|931|$102.7M|$2.6M|$3.5M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$21,200|—|$21,200|

| STRATEGIC ADVISORS, INC.|ADVISOR|$12,770|—|$12,770|

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

### Verified Provider Profiles

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

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [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:** $33,970

- **Estimated Expense Ratio:** 0.023% 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|$33,969|$12,769|$2,700|—|—|

| 2023|$40,095|$12,381|—|—|—|

| 2022|$8,170|$7,470|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/citizens-equity-first-credit-union-plan-002)

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