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

> Iq Credit Union's 401(k) plan: 344 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Iq Credit Union

- **Sponsor EIN:** 910576399

- **Sponsor Address:** PO BOX 1739, VANCOUVER, WA, 98668

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

- **Total Participants:** 344

- **Total Assets:** $36.6M

## 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|344|$36.6M|$1.4M|$2.2M|

| 2023|368|$29.9M|$1.3M|$2.0M|

| 2022|353|$23.8M|$1.0M|$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|

| STANCORP FINANCIAL GROUP|NONE|$91,472|—|$91,472|

| CAMBRIDGE INVESTMENT RESEARCH, INC.|NONE|$43,591|—|$43,591|

| PERKINS & COMPANY|Auditor|$43,591|—|$43,591|

### Verified Provider Profiles

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

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [PERKINS & COMPANY](https://planprovider.pro/provider/perkins-and-company-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $178,654

- **Estimated Expense Ratio:** 0.488% 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|$135,064|—|$91,473|$43,591|—|

| 2023|$112,633|$38,025|$74,608|—|—|

| 2022|$110,910|—|$110,910|—|—|

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