# Collins Community Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/collins-community-credit-union-401k-plan

> Collins Community Credit Union's 401(k) plan: 190 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Collins Community Credit Union

- **Sponsor EIN:** 420190489

- **Sponsor Address:** 1005 BLAIRS FERRY RD NE, CEDAR RAPIDS, IA, 52402

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

- **Total Participants:** 190

- **Total Assets:** $23.2M

## 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|190|$23.2M|$986,694|$984,769|

| 2023|205|$22.7M|$1.3M|$1.2M|

| 2022|281|$23.2M|$1.9M|$1.6M|

## 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|

| INTELLICENTS INVESTMENT SOLUTIONS|NONE|$70,253|—|$70,253|

| ONEAMERICA RETIREMENT SERVICES|NONE|$37,987|—|$37,987|

| MATRIX TRUST COMPANY|NONE|—|$14,103|$14,103|

| BT&CO., P.A.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [INTELLICENTS INVESTMENT SOLUTIONS](https://planprovider.pro/provider/intellicents-inc) — NONE

- [MATRIX TRUST COMPANY](https://planprovider.pro/provider/aspire-financial-services) — NONE

- [BT&CO., P.A.](https://planprovider.pro/provider/bt-and-co-pa) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $122,343

- **Estimated Expense Ratio:** 0.526% 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|$108,240|$70,253|—|—|—|

| 2023|$110,847|$71,045|—|—|—|

| 2022|$121,557|$50,912|$68,994|—|—|

## Similar Plans

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- [Greenstate Credit Union](https://planprovider.pro/companies/greenstate-credit-union-401k-plan) — 929 participants

- [Veridian Credit Union](https://planprovider.pro/companies/veridian-credit-union-401k-plan) — 1,016 participants

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