# Neighborhood Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/neighborhood-credit-union-401k-plan

> Neighborhood Credit Union's 401(k) plan: 186 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Neighborhood Credit Union

- **Sponsor EIN:** 750224670

- **Sponsor Address:** P.O. BOX 803476, DALLAS, TX, 753803476

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

- **Total Participants:** 186

- **Total Assets:** $24.0M

## 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|186|$24.0M|$576,430|$911,140|

| 2023|180|$21.5M|$573,610|$912,199|

| 2022|139|$17.7M|$533,274|$833,854|

## 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|$68,169|—|$68,169|

| MEMBERS CAPITAL ADVISORS, INC.|NONE|$20,641|—|$20,641|

| 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:** $88,810

- **Estimated Expense Ratio:** 0.370% 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|$88,810|$20,641|$58,579|—|—|

| 2023|$79,888|$17,410|$53,773|—|—|

| 2022|$75,556|$16,362|$59,194|—|—|

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