# Credit Union Of Southern California 401(k) Plan
Source: https://planprovider.pro/companies/credit-union-southern-california-401k-plan

> Credit Union Of Southern California's 401(k) plan: 429 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 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$57,461|—|$57,461|

| THE BALDWIN GROUP WEALTH ADVISORS|ADVISOR|$56,777|—|$56,777|

| BURNHAM GIBSON|PLAN SPONSOR|$43,953|—|$43,953|

| TURNER, WARREN, HWANG & CONRAD|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $158,191

- **Estimated Expense Ratio:** 0.287% 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|$158,191|$56,777|—|—|—|

| 2023|$54,606|$49,856|—|—|—|

| 2022|$82,052|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/credit-union-southern-california-401k-plan)

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