# City And County Credit Union DB Plan
Source: https://planprovider.pro/companies/city-and-county-credit-union-plan-002

> City And County Credit Union's DB plan: 81 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** City And County Credit Union

- **Sponsor EIN:** 410191495

- **Sponsor Address:** 144 E 11TH ST, ST. PAUL, MN, 551012332

- **Plan Type:** DB

- **Total Participants:** 81

- **Total Assets:** $14.1M

## 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|81|$14.1M|$518,021|$298,896|

| 2023|76|$12.9M|$721,000|$283,247|

| 2022|76|$11.3M|$1.0M|$270,136|

## 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|

| WIPFLI LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WIPFLI LLP](https://planprovider.pro/provider/wipfli-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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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- [City & County Credit Union](https://planprovider.pro/companies/city-county-credit-union-401k-plan) — 149 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/city-and-county-credit-union-plan-002)

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