Plan Snapshot
- Plan Sponsor: Community Resource Credit Union
- Sponsor EIN: 741109927
- Sponsor Address: P O BOX 3181, BAYTOWN, TX, 77522
- Plan Type: DB
- Total Participants: 67
- Total Assets: $35.7M
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 | 67 | $35.7M | $0 | $0 |
| 2023 | 80 | $32.6M | $0 | $0 |
| 2022 | 97 | $29.6M | $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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $122,801 | — | $122,801 |
| GALLAGHER FIDUCIARY ADVISORS, LLC | NONE | $83,726 | — | $83,726 |
| 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: $206,527
- Estimated Expense Ratio: 0.578% 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 | $83,726 | $83,726 | — | — | — |
| 2023 | $19,620 | $19,620 | — | — | — |
| 2022 | — | — | — | — | — |