# City Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/city-credit-union-401k-plan-002-2281

> City Credit Union's 401(k) plan: 102 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** City Credit Union

- **Sponsor EIN:** 750692281

- **Sponsor Address:** 7474 FERGUSON ROAD, DALLAS, TX, 75228

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

- **Total Participants:** 102

- **Total Assets:** $7.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|102|$7.5M|$266,691|$476,700|

| 2023|105|$6.5M|$257,789|$464,649|

| 2022|110|$5.3M|$237,032|$430,572|

## 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|

| MILLIMAN, INC.|NONE|$7,357|—|$7,357|

| DOEREN MAYHEW ASSURANCE|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MILLIMAN, INC.](https://planprovider.pro/provider/milliman) — NONE

- [DOEREN MAYHEW ASSURANCE](https://planprovider.pro/provider/doeren-mayhew-assurance) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $7,357

- **Estimated Expense Ratio:** 0.098% 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|$9,513|—|—|—|—|

| 2023|$4,189|—|—|—|—|

| 2022|$15,780|—|—|—|$15,780|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/city-credit-union-401k-plan-002-2281)

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