Plan Snapshot
- Plan Sponsor: Complex Community Federal Credit Union
- Sponsor EIN: 751087169
- Sponsor Address: 4900 E. 52ND ST., ODESSA, TX, 797624860
- Plan Type: 401(k)
- Total Participants: 149
- Total Assets: $16.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 149 | $16.8M | $633,568 | $606,308 |
| 2023 | 150 | $15.0M | $595,499 | $673,065 |
| 2022 | 143 | $13.1M | $589,058 | $590,079 |
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 |
|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | NONE | $69,176 | — | $69,176 |
| MEMBERS CAPITAL ADVISORS, INC. | NONE | $14,922 | — | $14,922 |
| BOLINGER,SEGARS, GILBERT & MOSS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CMFG LIFE INSURANCE COMPANY — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $84,098
- Estimated Expense Ratio: 0.501% 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 | $84,098 | $14,922 | $57,238 | — | — |
| 2023 | $71,779 | $12,660 | $48,991 | — | — |
| 2022 | $68,611 | $11,761 | $56,850 | — | — |