Plan Snapshot
- Plan Sponsor: Gesa Credit Union
- Sponsor EIN: 910616262
- Sponsor Address: 51 GAGE BLVD, RICHLAND, WA, 99352
- Plan Type: 401(k)
- Total Participants: 49
- Total Assets: $27.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 49 | $27.8M | $272,342 | $376,597 |
| 2023 | 51 | $25.9M | $394,934 | $386,111 |
| 2022 | 55 | $24.5M | $628,668 | $553,228 |
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 |
|---|---|---|---|---|
| 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: $0
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 | $10,910 | $4,983 | — | — | — |
| 2023 | $10,512 | $6,840 | — | — | — |
| 2022 | $19,447 | $7,003 | — | — | — |