# Gesa Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/gesa-credit-union-401k-plan-002

> Gesa Credit Union's 401(k) plan: 831 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Gesa Credit Union

- **Sponsor EIN:** 910616262

- **Sponsor Address:** 51 GAGE BLVD, RICHLAND, WA, 993529700

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

- **Total Participants:** 831

- **Total Assets:** $41.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|831|$41.1M|$1.7M|$4.0M|

| 2023|726|$32.9M|$1.4M|$3.5M|

| 2022|622|$25.5M|$1.3M|$3.3M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$69,813|—|$69,813|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](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:** $69,813

- **Estimated Expense Ratio:** 0.170% 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|$74,595|$4,782|—|—|—|

| 2023|$60,337|$4,036|—|—|—|

| 2022|$47,000|$1,414|—|—|—|

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