Plan Snapshot
- Plan Sponsor: City Credit Union
- Sponsor EIN: 750692281
- Sponsor Address: 7474 FERGUSON ROAD, DALLAS, TX, 75228
- Plan Type: DB
- Total Participants: 100
- Total Assets: $13.4M
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 | 100 | $13.4M | $2.5M | $0 |
| 2023 | 100 | $9.9M | $0 | $0 |
| 2022 | 96 | $9.0M | $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 |
|---|---|---|---|---|
| DAVIDSON CAPITAL MANAGEMENT, INC. | INVESTMENT ADVISORS | $29,238 | — | $29,238 |
| DOEREN MAYHEW ASSURANCE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DOEREN MAYHEW ASSURANCE — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,238
- Estimated Expense Ratio: 0.219% 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 | $29,238 | $29,238 | — | — | — |
| 2023 | $22,842 | $22,842 | — | — | — |
| 2022 | $28,610 | — | — | — | $28,610 |