Plan Snapshot
- Plan Sponsor: Credit Union West
- Sponsor EIN: 860108241
- Sponsor Address: 10150 W DESERT RIVER BLVD, GLENDALE, AZ, 853051810
- Plan Type: DB
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $0 | -$4,868,830 | $0 |
| 2023 | 54 | $18.0M | $0 | $0 |
| 2022 | 64 | $16.8M | $0 | $0 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $273,584 | — | $273,584 |
| SAGEVIEW ADVISORY GROUP LLC | Investment Advisor | — | $43,122 | $43,122 |
| PENSION BENEFIT GUARANTY CORPORATIO | Other Service Provider | — | $31,296 | $31,296 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAGEVIEW ADVISORY GROUP LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $348,002
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 | $119,708 | — | $119,708 | — | — |
| 2023 | $136,792 | — | $136,792 | — | — |
| 2022 | $133,543 | — | $133,543 | — | — |