Plan Snapshot
- Plan Sponsor: Consumers Credit Union
- Sponsor EIN: 381438667
- Sponsor Address: 7200 ELM VALLEY DRIVE, KALAMAZOO, MI, 490097444
- Plan Type: 401(k)
- Total Participants: 424
- Total Assets: $50.2M
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 | 424 | $50.2M | $2.2M | $2.6M |
| 2023 | 404 | $41.5M | $2.1M | $2.5M |
| 2022 | 404 | $32.3M | $2.0M | $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 |
|---|---|---|---|---|
| YEO & YEO, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- YEO & YEO, PC — 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 | $122,504 | — | $122,504 | — | — |
| 2023 | $112,053 | — | $112,053 | — | — |
| 2022 | $115,168 | — | $115,168 | — | — |