Plan Snapshot
- Plan Sponsor: Dupage Credit Union
- Sponsor EIN: 362499724
- Sponsor Address: 1515 BOND STREET, NAPERVILLE, IL, 605630112
- Plan Type: 401(k)
- Total Participants: 138
- Total Assets: $15.9M
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 | 138 | $15.9M | $261,023 | $881,232 |
| 2023 | 130 | $13.9M | $251,766 | $848,908 |
| 2022 | 136 | $11.1M | $242,035 | $770,271 |
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 |
|---|---|---|---|---|
| SELDEN FOX | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SELDEN FOX — 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 | $48,734 | $36,891 | — | — | — |
| 2023 | $57,660 | $29,900 | — | — | — |
| 2022 | $41,073 | — | — | — | — |