# Complex Community Federal Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/complex-community-federal-credit-union-401k-plan

> Complex Community Federal Credit Union's 401(k) plan: 149 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/trustage) — 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|—|—|

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