Plan Snapshot
- Plan Sponsor: Credit Union National Association, INC.
- Sponsor EIN: 237065623
- Sponsor Address: 4703 MADISON YARDS WAY, MADISON, WI, 53705
- Plan Type: 401(k)
- Total Participants: 215
- Total Assets: $146.7M
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 | 215 | $146.7M | $2.6M | $3.2M |
| 2023 | 253 | $127.5M | $2.5M | $3.4M |
| 2022 | 246 | $112.0M | $631,775 | $822,103 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $92,990 | — | $33,477 | — | — |
| 2023 | $89,599 | $19,508 | $15,515 | — | — |
| 2022 | $19,101 | — | $16,095 | — | $3,006 |