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

> Community Resource Credit Union's 401(k) plan: 164 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [GALLAGHER FIDUCIARY ADVISORS, LLC](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — NONE

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/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|—|—|

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

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