Plan Snapshot
- Plan Sponsor: Credit Union Of Southern California
- Sponsor EIN: 951818041
- Sponsor Address: 8101 E KAISER BLVD, SUITE 300, ANAHEIM, CA, 92808
- Plan Type: 401(k)
- Total Participants: 429
- Total Assets: $55.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 429 | $55.2M | $1.2M | $3.1M |
| 2023 | 397 | $45.8M | $1.8M | $2.7M |
| 2022 | 366 | $37.9M | $1.6M | $2.3M |
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 |
|---|---|---|---|---|
| TURNER, WARREN, HWANG & CONRAD | Auditor | — | — | $0 |
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 | $158,191 | $56,777 | — | — | — |
| 2023 | $54,606 | $49,856 | — | — | — |
| 2022 | $82,052 | — | — | — | — |