# Gesa Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/gesa-credit-union-401k-plan-003

> Gesa Credit Union&#39;s 401(k) plan: 49 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, 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](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:** $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|—|—|—|

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