# Dupaco Community Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/dupaco-community-credit-union-401k-plan

> Dupaco Community Credit Union's 401(k) plan: 571 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| AMERICAN TRUST COMPANY|CONTRACT ADMINISTRATION|$172,856|—|$172,856|

| DWC CONSULTANTS|INVESTMENT ADVISORY|$28,000|—|$28,000|

| 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:** $200,856

- **Estimated Expense Ratio:** 0.258% 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|$200,856|—|—|—|—|

| 2023|$184,909|—|—|—|—|

| 2022|$177,123|$28,000|$149,123|—|—|

## Similar Plans

- [Greenstate Credit Union](https://planprovider.pro/companies/greenstate-credit-union-401k-plan) — 929 participants

- [Veridian Credit Union](https://planprovider.pro/companies/veridian-credit-union-401k-plan) — 1,016 participants

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

© 2026 PlanProvider.Pro