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

> Dupont Community Credit Union&#39;s 401(k) plan: 332 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Dupont Community Credit Union

- **Sponsor EIN:** 540662923

- **Sponsor Address:** 1154 SHENANDOAH VILLAGE DR, WAYNESBORO, VA, 229809253

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

- **Total Participants:** 332

- **Total Assets:** $19.5M

## 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|332|$19.5M|$468,855|$1.4M|

| 2023|304|$16.9M|$416,135|$1.2M|

| 2022|300|$14.0M|$391,734|$1.1M|

## 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|

| CMFG LIFE INSURANCE COMPANY|NONE|$37,413|—|$37,413|

| MEMBERS CAPITAL ADVISORS, INC. D/B/|NONE|$17,669|—|$17,669|

| BROWN, EDWARDS & COMPANY, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CMFG LIFE INSURANCE COMPANY](https://planprovider.pro/provider/trustage) — NONE

- [BROWN, EDWARDS & COMPANY, LLC](https://planprovider.pro/provider/brown-edwards-and-company-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $55,082

- **Estimated Expense Ratio:** 0.282% 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|$55,181|$17,445|$34,636|—|—|

| 2023|$48,664|$13,902|$27,805|—|—|

| 2022|$38,993|$13,989|$30,728|—|—|

## Similar Plans

- [Newport News Shipbuilding Employees' Credit Union, INC.](https://planprovider.pro/companies/newport-news-shipbuilding-employees-credit-union-inc-plan-001) — 416 participants

- [Newport News Shipbuilding Employees Credit Union, INC.](https://planprovider.pro/companies/newport-news-shipbuilding-employees-credit-union-inc-401k-plan) — 458 participants

- [Northwest Federal Credit Union](https://planprovider.pro/companies/northwest-federal-credit-union-401k-plan) — 546 participants

- [Chartway Federal Credit Union](https://planprovider.pro/companies/chartway-federal-credit-union-401k-plan) — 600 participants

- [Virginia Federal Credit Union](https://planprovider.pro/companies/virginia-credit-union-inc-plan-001) — 609 participants

- [Apple Federal Credit Union](https://planprovider.pro/companies/apple-federal-credit-union-401k-plan) — 643 participants

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

&copy; 2026 PlanProvider.Pro
