# City &amp; County Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/city-county-credit-union-401k-plan

> City &amp; County Credit Union&#39;s 401(k) plan: 149 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 410191495

- **Sponsor Address:** 144 EAST 11TH STREET, ST. PAUL, MN, 55101

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

- **Total Participants:** 149

- **Total Assets:** $9.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|149|$9.4M|$179,330|$575,351|

| 2023|143|$9.0M|$178,766|$537,949|

| 2022|127|$8.3M|$155,639|$519,466|

## 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|$40,965|—|$40,965|—|—|

| 2023|$36,057|—|$36,057|—|—|

| 2022|$38,395|—|$38,395|—|—|

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

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