# Ih Mississippi Valley Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/ih-mississippi-valley-credit-union-401k-plan

> Ih Mississippi Valley Credit Union's 401(k) plan: 401 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ih Mississippi Valley Credit Union

- **Sponsor EIN:** 362523206

- **Sponsor Address:** 2500 RIVER DRIVE, MOLINE, IL, 61265

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

- **Total Participants:** 401

- **Total Assets:** $41.1M

## 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|401|$41.1M|$1.8M|$1.8M|

| 2023|395|$35.9M|$1.8M|$1.8M|

| 2022|380|$30.1M|$1.7M|$1.7M|

## 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|

| EPIC RETIREMENT PLAN SERVICES|NONE|$94,824|—|$94,824|

| FIRST COMMUNITY TRUST N.A.|NONE|$80,953|—|$80,953|

| CHARLES SCHWAB TRUST BANK|NONE|—|$17,226|$17,226|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [EPIC RETIREMENT PLAN SERVICES](https://planprovider.pro/provider/epic-retirement-plan-services) — NONE

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [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:** $193,003

- **Estimated Expense Ratio:** 0.469% 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|$175,777|$80,953|—|—|—|

| 2023|$165,199|$80,306|—|—|—|

| 2022|$156,161|$75,600|—|—|—|

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

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