Plan Snapshot
- Plan Sponsor: Greenstate Credit Union
- Sponsor EIN: 420804594
- Sponsor Address: 2355 LANDON ROAD, NORTH LIBERTY, IA, 523176508
- Plan Type: 401(k)
- Total Participants: 929
- Total Assets: $123.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 929 | $123.5M | $7.4M | $7.4M |
| 2023 | 874 | $102.0M | $7.0M | $7.0M |
| 2022 | 928 | $82.7M | $6.8M | $6.7M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, 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 | $191,217 | $60,422 | $130,795 | — | — |
| 2023 | $169,098 | $60,381 | $108,717 | — | — |
| 2022 | $162,935 | $60,437 | $102,498 | — | — |