# Healthcare Associates Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/healthcare-associates-credit-union-401k-plan

> Healthcare Associates Credit Union&#39;s 401(k) plan: 62 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Healthcare Associates Credit Union

- **Sponsor EIN:** 363047069

- **Sponsor Address:** 2441 WARRENVILLE ROAD, LISLE, IL, 60532

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

- **Total Participants:** 62

- **Total Assets:** $14.6M

## 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|62|$14.6M|$368,191|$347,240|

| 2023|67|$13.5M|$367,072|$340,915|

| 2022|62|$11.7M|$361,987|$308,723|

## 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|

| CROWE LLP|Auditor|$23,940|—|$23,940|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $23,940

- **Estimated Expense Ratio:** 0.164% 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|$29,721|—|—|$23,940|—|

| 2023|$24,094|—|—|$20,700|—|

| 2022|$42,059|—|—|—|—|

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