# Clearview Federal Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/clearview-federal-credit-union-401k-plan

> Clearview Federal Credit Union's 401(k) plan: 393 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Clearview Federal Credit Union

- **Sponsor EIN:** 526051818

- **Sponsor Address:** 8805 UNIVERSITY BOULEVARD, MOON TOWNSHIP, PA, 15108

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

- **Total Participants:** 393

- **Total Assets:** $27.3M

## 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|393|$27.3M|$953,531|$1.6M|

| 2023|369|$24.7M|$785,028|$1.4M|

| 2022|346|$23.5M|$706,717|$1.3M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$82,529|—|$82,529|

| GLOBAL RETIREMENT PARTNERS LLC|INVESTMENT ADVISOR|$55,590|—|$55,590|

| DEFINITI|CONTRACT ADMIN|$5,092|$15,793|$20,885|

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

### Verified Provider Profiles

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

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — INVESTMENT ADVISOR

- [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:** $159,004

- **Estimated Expense Ratio:** 0.583% 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|$71,671|$65,636|$6,035|—|—|

| 2023|$107,818|$101,393|$6,425|—|—|

| 2022|$115,227|$114,652|$575|—|—|

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

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