# Cu Direct Corporation 401(k) Plan
Source: https://planprovider.pro/companies/cu-direct-corporation-401k-plan

> Cu Direct Corporation's 401(k) plan: 648 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cu Direct Corporation

- **Sponsor EIN:** 954512320

- **Sponsor Address:** 2855 E GUASTI RD STE 500, ONTARIO, CA, 91761

- **Plan Type:** 401(k)

- **Total Participants:** 648

- **Total Assets:** $116.3M

## 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|648|$116.3M|$4.8M|$6.5M|

| 2023|612|$100.9M|$4.3M|$5.8M|

| 2022|641|$81.9M|$4.0M|$5.6M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$98,193|—|$98,193|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$58,384|—|$58,384|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $156,577

- **Estimated Expense Ratio:** 0.135% 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|$156,577|$58,384|—|—|—|

| 2023|$166,149|$48,154|—|—|—|

| 2022|$162,282|—|$162,282|—|—|

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