Plan Snapshot
- Plan Sponsor: Community Resource Credit Union
- Sponsor EIN: 741109927
- Sponsor Address: 3110 ROLLINGCREEK DRIVE, BAYTOWN, TX, 77521
- Plan Type: 401(k)
- Total Participants: 164
- Total Assets: $16.1M
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 | 164 | $16.1M | $557,303 | $657,953 |
| 2023 | 156 | $15.3M | $531,027 | $590,526 |
| 2022 | 159 | $13.1M | $518,841 | $614,203 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $55,379 | — | $55,379 |
| GALLAGHER FIDUCIARY ADVISORS, LLC | NONE | $37,300 | — | $37,300 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- GALLAGHER FIDUCIARY ADVISORS, LLC — NONE
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $92,679
- Estimated Expense Ratio: 0.577% 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 | $54,468 | $37,300 | $17,168 | — | — |
| 2023 | $21,712 | $8,961 | $12,751 | — | — |
| 2022 | $6,364 | — | $6,364 | — | — |