# Jovia Financial Credit Union DB Plan
Source: https://planprovider.pro/companies/jovia-financial-credit-union-plan-001

> Jovia Financial Credit Union's DB plan: 443 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jovia Financial Credit Union

- **Sponsor EIN:** 111644859

- **Sponsor Address:** 1000 CORPORATE DR, WESTBURY, NY, 115906624

- **Plan Type:** DB

- **Total Participants:** 443

- **Total Assets:** $42.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|443|$42.9M|$4.3M|$0|

| 2023|402|$39.4M|$4.5M|$0|

| 2022|339|$33.8M|$4.4M|$0|

## 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|

| CMFG LIFE INSURANCE COMPANY|NONE|$19,012|—|$19,012|

| MEMBERS CAPITAL ADVISORS, INC|NONE|$10,007|—|$10,007|

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

### Verified Provider Profiles

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

- [CMFG LIFE INSURANCE COMPANY](https://planprovider.pro/provider/trustage) — 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:** $29,019

- **Estimated Expense Ratio:** 0.068% 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|$29,019|$10,007|$16,010|—|—|

| 2023|$19,245|$6,636|$10,618|—|—|

| 2022|$9,939|$3,427|$6,512|—|—|

## Similar Plans

- [Americu Credit Union](https://planprovider.pro/companies/americu-credit-union-401k-plan) — 418 participants

- [Corning Federal Credit Union](https://planprovider.pro/companies/corning-federal-credit-union-401k-plan) — 414 participants

- [Jovia Financial Credit Union](https://planprovider.pro/companies/jovia-financial-credit-union-401k-plan) — 490 participants

- [Municipal Credit Union](https://planprovider.pro/companies/municipal-credit-union-401k-plan) — 541 participants

- [Empower Federal Credit Union](https://planprovider.pro/companies/empower-federal-credit-union-401k-plan) — 566 participants

- [United Nations Federal Credit Union](https://planprovider.pro/companies/united-nations-federal-credit-union-plan-022) — 575 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/jovia-financial-credit-union-plan-001)

© 2026 PlanProvider.Pro