Plan Snapshot
- Plan Sponsor: Dupaco Community Credit Union
- Sponsor EIN: 420674206
- Sponsor Address: 1000 JACKSON STREET, DUBUQUE, IA, 52001
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 607
- Total Assets: $620,443
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 | 607 | $620,443 | $4.9M | $1.9M |
| 2023 | 480 | $415,534 | $4.2M | $2.0M |
| 2022 | 458 | $262,519 | $4.3M | $1.9M |
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 |
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 | $524,929 | — | $524,929 | — | — |
| 2023 | $388,043 | — | $388,043 | — | — |
| 2022 | $723,561 | — | — | — | $723,561 |