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

> Meriwest Credit Union's DB plan: 199 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Meriwest Credit Union

- **Sponsor EIN:** 941521987

- **Sponsor Address:** 5615 CHESBRO AVENUE, SAN JOSE, CA, 95123

- **Plan Type:** DB

- **Total Participants:** 199

- **Total Assets:** $80.9M

## 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|199|$80.9M|$0|$0|

| 2023|204|$76.7M|$0|$0|

| 2022|193|$70.2M|$2.5M|$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|

| MILLER, KAPLAN, ARASE, LLP|Auditor|$18,000|—|$18,000|

### Verified Provider Profiles

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

- [MILLER, KAPLAN, ARASE, LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $18,000

- **Estimated Expense Ratio:** 0.022% 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|$509,331|$379,414|$111,917|$18,000|—|

| 2023|$491,507|$331,812|$105,198|$18,000|—|

| 2022|$515,732|$356,019|$108,549|—|$15,700|

## Similar Plans

- [Lbs Financial Credit Union](https://planprovider.pro/companies/lbs-financial-credit-union-plan-003) — 198 participants

- [Sesloc Credit Union](https://planprovider.pro/companies/sesloc-federal-credit-union-401k-plan) — 187 participants

- [Altaone Federal Credit Union](https://planprovider.pro/companies/altaone-federal-credit-union-401k-plan) — 186 participants

- [Coast Central Credit Union](https://planprovider.pro/companies/coast-central-credit-union-401k-plan) — 212 participants

- [Keypoint Credit Union](https://planprovider.pro/companies/keypoint-credit-union-401k-plan) — 184 participants

- [Los Angeles Federal Credit Union](https://planprovider.pro/companies/los-angeles-federal-credit-union-401k-plan) — 182 participants

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

© 2026 PlanProvider.Pro