# Members Choice Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/members-choice-credit-union-401k-plan

> Members Choice Credit Union's 401(k) plan: 98 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Members Choice Credit Union

- **Sponsor EIN:** 741886524

- **Sponsor Address:** 18211 KATY FREEWAY, HOUSTON, TX, 77094

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

- **Total Participants:** 98

- **Total Assets:** $8.7M

## 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|98|$8.7M|$279,574|$421,422|

| 2023|104|$7.6M|$290,577|$387,864|

| 2022|110|$6.2M|$282,689|$346,972|

## 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|$43,156|—|$43,156|

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

### 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

- [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:** $43,156

- **Estimated Expense Ratio:** 0.498% 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|$13,070|—|$13,070|—|—|

| 2023|$14,773|—|$14,773|—|—|

| 2022|$15,156|—|$15,156|—|—|

## Similar Plans

- [My Community Credit Union](https://planprovider.pro/companies/my-community-credit-union-401k-plan) — 99 participants

- [City Credit Union](https://planprovider.pro/companies/city-credit-union-plan-001-2281) — 100 participants

- [City Credit Union](https://planprovider.pro/companies/city-credit-union-401k-plan-002-2281) — 102 participants

- [Southwest Airlines Federal Credit Union](https://planprovider.pro/companies/southwest-airlines-federal-credit-union-plan) — 94 participants

- [1st Community Federal Credit Union](https://planprovider.pro/companies/1st-community-federal-credit-union-401k-plan) — 90 participants

- [Southwest Airlines Federal Credit Union](https://planprovider.pro/companies/southwest-airlines-federal-credit-union-401k-plan) — 111 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/members-choice-credit-union-401k-plan)

© 2026 PlanProvider.Pro