# Credit Union Retirement Plan Association 401(k) Plan
Source: https://planprovider.pro/companies/credit-union-retirement-plan-association-401k-plan

> Credit Union Retirement Plan Association's 401(k) plan: 19,109 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)

- **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|NONE|$3,665,298|—|$3,665,298|

| IPFS CORPORATION|NONE|$123,062|—|$123,062|

| AON RISK INSURANCE SERVICES WEST IN|NONE|$99,948|—|$99,948|

| MERCER LLC|NONE|$49,124|—|$49,124|

| DEWITT LLP|NONE|$28,300|—|$28,300|

| BOARD OF TRUSTEES OF RETIREMENT PRO|NONE|$26,892|—|$26,892|

| CERTUS LEGAL GROUP LTD|NONE|$20,840|—|$20,840|

| CLIFTONLARSONALLEN LLP|NONE|$12,702|—|$12,702|

| PLAN ADMINISTRATION COMMITTEE|NONE|$7,116|—|$7,116|

### 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

- [DEWITT LLP](https://planprovider.pro/provider/dewitt-llp) — NONE

- [BOARD OF TRUSTEES OF RETIREMENT PRO](https://planprovider.pro/provider/sentinel-group) — NONE

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — NONE

## 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|

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