# Generations Community Federal Credit Union DB Plan
Source: https://planprovider.pro/companies/generations-community-federal-credit-union-plan-022

> Generations Community Federal Credit Union's DB plan: 155 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:** 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](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:** $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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/generations-community-federal-credit-union-plan-022)

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