# Consumers Credit Union DB Plan
Source: https://planprovider.pro/companies/consumers-cooperative-credit-union-plan-001

> Consumers Credit Union's DB plan: 478 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 DR, LAKE FOREST, IL, 600452513

- **Plan Type:** DB

- **Total Participants:** 478

- **Total Assets:** $227.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|478|$227.4M|$0|$0|

| 2023|385|$207.3M|$0|$0|

| 2022|374|$180.2M|$40.0M|$0|

## 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|$170,317|—|$170,317|

| MEMBERS CAPITAL ADVISORS, INC.|NONE|$83,748|—|$83,748|

| 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:** $254,065

- **Estimated Expense Ratio:** 0.112% 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|$254,065|$83,748|$137,401|—|—|

| 2023|$247,904|$75,302|$138,086|—|—|

| 2022|$240,682|$73,108|$167,574|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/consumers-cooperative-credit-union-plan-001)

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