Plan Snapshot
- Plan Sponsor: Numark Credit Union
- Sponsor EIN: 366006909
- Sponsor Address: 1654 TERRY DRIVE, JOLIET, IL, 60436
- Plan Type: 401(k)
- Total Participants: 158
- Total Assets: $19.7M
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 | 158 | $19.7M | $1.2M | $814,784 |
| 2023 | 155 | $16.7M | $1.0M | $744,907 |
| 2022 | 126 | $14.8M | $808,853 | $557,076 |
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 |
|---|---|---|---|---|
| SELDEN FOX | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SELDEN FOX — 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 | $58,961 | $14,350 | $38,233 | — | — |
| 2023 | $48,589 | $11,631 | $31,789 | — | — |
| 2022 | $48,208 | $11,398 | $36,810 | — | — |