Plan Snapshot
- Plan Sponsor: Generations Community Federal Credit Union
- Sponsor EIN: 741117333
- Sponsor Address: 1100 NW LOOP 410, CASTLE HILLS, TX, 78213
- Plan Type: DB
- Total Participants: 155
- Total Assets: $27.5M
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 | 155 | $27.5M | $0 | $0 |
| 2023 | 148 | $26.4M | $0 | $0 |
| 2022 | 139 | $24.3M | $0 | $0 |
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 |
|---|---|---|---|---|
| FID INST ASSET MGMT TRUST CO | INV. ADVISORY | $112,067 | — | $112,067 |
| FID MGMT TRUST CO | ACTUARIAL | $72,835 | — | $72,835 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $184,902
- Estimated Expense Ratio: 0.672% 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 | $213,989 | $112,067 | — | — | — |
| 2023 | $186,351 | $106,820 | — | — | — |
| 2022 | $193,494 | $118,686 | — | — | $59,562 |