Plan Snapshot
- Plan Sponsor: Dupaco Community Credit Union
- Sponsor EIN: 420674206
- Sponsor Address: 1000 JACKSON ST., DUBUQUE, IA, 52001
- Plan Type: 401(k)
- Total Participants: 571
- Total Assets: $78.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 571 | $78.0M | $3.9M | $3.8M |
| 2023 | 594 | $70.2M | $4.2M | $3.9M |
| 2022 | 572 | $56.2M | $2.9M | $2.8M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
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 | $200,856 | — | — | — | — |
| 2023 | $184,909 | — | — | — | — |
| 2022 | $177,123 | $28,000 | $149,123 | — | — |