# Consumers Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/consumers-cooperative-credit-union-401k-plan

> Consumers Credit Union's 401(k) plan: 485 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| CMFG LIFE INSURANCE COMPANY|NONE|$103,775|—|$103,775|

| MEMBERS CAPITAL ADVISORS , INC.|NONE|$19,956|—|$19,956|

| WIPFLI LLP|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

- [WIPFLI LLP](https://planprovider.pro/provider/wipfli-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $123,731

- **Estimated Expense Ratio:** 0.282% 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|$126,845|$19,520|$96,800|—|—|

| 2023|$123,494|$19,093|$85,476|—|—|

| 2022|$119,649|$18,537|$101,112|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/consumers-cooperative-credit-union-401k-plan)

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