Plan Snapshot
- Plan Sponsor: Mazuma Credit Union
- Sponsor EIN: 440544335
- Sponsor Address: 7260 W 135TH ST, OVERLAND PARK, KS, 66223
- Plan Type: 401(k)
- Total Participants: 272
- Total Assets: $22.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 272 | $22.5M | $648,063 | $1.2M |
| 2023 | 247 | $19.9M | $646,878 | $1.2M |
| 2022 | 235 | $16.2M | $557,158 | $1.1M |
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 |
|---|---|---|---|---|
| TWO WEST CAPITAL ADVISOR LLC | ADVISOR | $57,815 | — | $57,815 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $30,085 | — | $30,085 |
| DOEREN MAYHEW ASSURANCE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- DOEREN MAYHEW ASSURANCE — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $87,900
- Estimated Expense Ratio: 0.390% 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 | $87,885 | $57,815 | — | — | — |
| 2023 | $81,628 | $48,747 | — | — | — |
| 2022 | $85,012 | — | — | — | — |