# Liberty Federal Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/liberty-federal-credit-union-401k-plan

> Liberty Federal Credit Union's 401(k) plan: 603 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Liberty Federal Credit Union

- **Sponsor EIN:** 350885388

- **Sponsor Address:** PO BOX 5129, EVANSVILLE, IN, 477165129

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

- **Total Participants:** 603

- **Total Assets:** $49.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|603|$49.8M|$2.2M|$2.6M|

| 2023|584|$42.6M|$2.1M|$2.4M|

| 2022|553|$34.4M|$2.0M|$2.4M|

## 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|$117,224|—|$117,224|

| MEMBERS CAPITAL ADVISORS, INC.|NONE|$43,579|—|$43,579|

| DOEREN MAYHEW ASSURANCE|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

- [DOEREN MAYHEW ASSURANCE](https://planprovider.pro/provider/doeren-mayhew-assurance) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $160,803

- **Estimated Expense Ratio:** 0.323% 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|$160,803|$43,579|$99,792|—|—|

| 2023|$129,409|$34,847|$80,623|—|—|

| 2022|$113,237|$30,703|$82,534|—|—|

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