# Listerhill Credit Union DB Plan
Source: https://planprovider.pro/companies/listerhill-credit-union-plan-001

> Listerhill Credit Union's DB plan: 246 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Listerhill Credit Union

- **Sponsor EIN:** 630333902

- **Sponsor Address:** 4790 2ND ST, MUSCLE SHOALS, AL, 356611285

- **Plan Type:** DB

- **Total Participants:** 246

- **Total Assets:** $26.0M

## 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|246|$26.0M|$0|$0|

| 2023|244|$26.4M|$0|$0|

| 2022|234|$24.5M|$0|$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|

| BMSS, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BMSS, LLC](https://planprovider.pro/provider/bmss-llc) — 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|

| 2024|$204,260|$170,922|—|—|—|

| 2023|$161,006|$98,040|—|—|—|

| 2022|$40,930|$22,739|$18,191|—|—|

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

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