Plan Snapshot
- Plan Sponsor: Generations Community Federal Credit Union
- Sponsor EIN: 741117333
- Sponsor Address: 1100 NW LOOP 410,, CASTLE HILLS, TX, 78213
- Plan Type: 401(k)
- Total Participants: 186
- 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 | 186 | $15.9M | $564,060 | $800,491 |
| 2023 | 198 | $14.4M | $582,705 | $794,179 |
| 2022 | 194 | $14.0M | $447,313 | $702,106 |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | INV. MANAGEMENT | $29,384 | — | $29,384 |
| FID INV INST OPS CO | RECORDKEEPER | $6,347 | — | $6,347 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — INV. MANAGEMENT
- FID INV INST OPS CO — RECORDKEEPER
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,731
- Estimated Expense Ratio: 0.224% 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 | $35,729 | $29,382 | — | — | — |
| 2023 | $43,029 | $37,723 | — | — | — |
| 2022 | $36,862 | $32,031 | — | — | — |