# Generations Community Federal Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/generations-community-federal-credit-union-401k-plan

> Generations Community Federal Credit Union's 401(k) plan: 186 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — INV. MANAGEMENT

- [FID INV INST OPS CO](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [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:** $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|—|—|—|

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

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