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

> Ideal Credit Union's 401(k) plan: 0 participants, plan year 2022 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2022.

## Plan Snapshot

- **Plan Sponsor:** Ideal Credit Union

- **Sponsor EIN:** 410519270

- **Sponsor Address:** 8499 TAMARACK ROAD, WOODBURY, MN, 55125

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

- **Total Participants:** 0

- **Total Assets:** $0

## 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.|

| 2023|0|$0|$1.1M|$1.2M|

| 2022|169|$28.1M|$1.1M|$1.1M|

## 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|

| 2023|$53,846|—|$38,619|—|—|

| 2022|$49,526|—|$46,242|—|$3,284|

## Similar Plans

- [Topline Financial Credit Union](https://planprovider.pro/companies/topline-financial-credit-union-401k-plan) — 168 participants

- [Mid Minnesota Federal Credit Union](https://planprovider.pro/companies/mid-minnesota-federal-credit-union-401k-plan) — 174 participants

- [Servion, INC. Dba The Servion Group](https://planprovider.pro/companies/servion-inc-dba-the-servion-group-401k-plan) — 174 participants

- [Hiway Credit Union](https://planprovider.pro/companies/hiway-credit-union-plan-003) — 150 participants

- [City & County Credit Union](https://planprovider.pro/companies/city-county-credit-union-401k-plan) — 149 participants

- [Members Cooperative Credit Union](https://planprovider.pro/companies/members-cooperative-credit-union-401k-plan) — 202 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ideal-credit-union-401k-plan)

© 2026 PlanProvider.Pro