Plan Snapshot
- Plan Sponsor: Credit Union Retirement Plan Association
- Sponsor EIN: 352491258
- Sponsor Address: 10700 W. RESEARCH DRIVE, MILWAUKEE, WI, 53226
- Plan Type: 401(k)
- Plan Number: 333
- Total Participants: 19,109
- Total Assets: $2.1B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 19,109 | $2.1B | $78.3M | $91.7M |
| 2023 | 19,717 | $1.8B | $71.6M | $84.2M |
| 2022 | 16,598 | $1.5B | $64.6M | $77.0M |
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 | Recordkeeper | $3,665,298 | — | $3,665,298 |
| IPFS CORPORATION | Other Service Provider | $123,062 | — | $123,062 |
| AON RISK INSURANCE SERVICES WEST IN | Other Service Provider | $99,948 | — | $99,948 |
| MERCER LLC | Investment Advisor | $49,124 | — | $49,124 |
| DEWITT LLP | ERISA Attorney | $28,300 | — | $28,300 |
| BOARD OF TRUSTEES OF RETIREMENT PRO | Recordkeeper | $26,892 | — | $26,892 |
| CERTUS LEGAL GROUP LTD | Other Service Provider | $20,840 | — | $20,840 |
| CLIFTONLARSONALLEN LLP | Auditor | $12,702 | — | $12,702 |
| PLAN ADMINISTRATION COMMITTEE | Other Service Provider | $7,116 | — | $7,116 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CMFG LIFE INSURANCE COMPANY — Recordkeeper
- MERCER LLC — Investment Advisor
- DEWITT LLP — ERISA Attorney
- BOARD OF TRUSTEES OF RETIREMENT PRO — Recordkeeper
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,033,282
- Estimated Expense Ratio: 0.191% 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 | $4,037,575 | — | — | $12,702 | — |
| 2023 | $3,453,097 | — | — | — | — |
| 2022 | $2,894,187 | — | — | — | $2,894,187 |