Plan Snapshot
- Plan Sponsor: Communityamerica Credit Union
- Sponsor EIN: 446015072
- Sponsor Address: 9777 RIDGE DRIVE, LENEXA, KS, 62219
- Plan Type: 401(k)
- Total Participants: 1,067
- Total Assets: $577.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,067 | $577.8M | $6.9M | $7.1M |
| 2023 | 1,116 | $591.9M | $5.1M | $6.6M |
| 2022 | 1,021 | $563.4M | $6.1M | $6.5M |
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 |
|---|---|---|---|---|
| EXECUTIVE DIRECTOR | Other Service Provider | $206,162 | — | $206,162 |
| FIDUCIENT ADVISORS LLC | Other Service Provider | $96,658 | — | $96,658 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $93,951 | — | $93,951 |
| IMA FINANCIAL GROUP | Other Service Provider | $51,985 | — | $51,985 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $39,069 | — | $39,069 |
| CBIZ CPAS P.C. | Other Service Provider | $36,750 | — | $36,750 |
| VINCENT LOMBARDI | Investment Advisor | $21,475 | — | $21,475 |
| THOMPSON COBURN LLP | ERISA Attorney | $12,487 | — | $12,487 |
| PARAGON OFFICE PROPERTY GROUP LLC | Other Service Provider | $7,505 | — | $7,505 |
| MARCO | Other Service Provider | $6,666 | — | $6,666 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THOMPSON COBURN LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $572,708
- Estimated Expense Ratio: 0.099% 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 | $597,223 | $157,202 | — | $36,750 | — |
| 2023 | $711,032 | $156,386 | — | $43,425 | — |
| 2022 | $680,067 | — | — | — | — |