Plan Snapshot
- Plan Sponsor: Greater Iowa Credit Union
- Sponsor EIN: 420664060
- Sponsor Address: 1509 BALTIMORE DRIVE, AMES, IA, 50010
- Plan Type: 401(k)
- Total Participants: 138
- Total Assets: $10.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 138 | $10.4M | $310,583 | $596,512 |
| 2023 | 137 | $8.6M | $413,909 | $596,228 |
| 2022 | 133 | $7.0M | $445,090 | $615,066 |
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 | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN — 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 | $40,885 | $23,949 | — | — | — |
| 2023 | $36,136 | $18,900 | — | — | — |
| 2022 | $38,894 | $18,561 | — | — | — |