Plan Snapshot
- Plan Sponsor: Consumers Credit Union
- Sponsor EIN: 361936022
- Sponsor Address: 300 N. FIELD DRIVE, LAKE FOREST, IL, 60045
- Plan Type: 401(k)
- Total Participants: 485
- Total Assets: $43.9M
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 | 485 | $43.9M | $801,270 | $2.6M |
| 2023 | 505 | $38.9M | $829,213 | $2.7M |
| 2022 | 474 | $35.1M | $764,335 | $2.4M |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $126,845 | $19,520 | $96,800 | — | — |
| 2023 | $123,494 | $19,093 | $85,476 | — | — |
| 2022 | $119,649 | $18,537 | $101,112 | — | — |