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

> Scott Credit Union's 401(k) plan: 340 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Scott Credit Union

- **Sponsor EIN:** 370732817

- **Sponsor Address:** ATTN HUMAN RESOURCES, EDWARDSVILLE, IL, 62025

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

- **Total Participants:** 340

- **Total Assets:** $20.7M

## 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|340|$20.7M|$1.1M|$1.4M|

| 2023|350|$18.4M|$986,221|$1.3M|

| 2022|342|$14.7M|$974,669|$1.3M|

## 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|

| CLIFTONLARSONALLEN LLP|Auditor|$56,613|—|$56,613|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORD KEEPER|$20,957|—|$20,957|

| BENEFIT PLANS PLUS, LLC|THIRD PARTY ADMIN|$15,495|—|$15,495|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $93,065

- **Estimated Expense Ratio:** 0.449% 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|$56,613|—|—|$56,613|—|

| 2023|$56,475|—|—|—|—|

| 2022|$48,660|—|—|—|—|

## Similar Plans

- [Credit Union 1](https://planprovider.pro/companies/credit-union-1-401k-plan-001) — 329 participants

- [Ih Mississippi Valley Credit Union](https://planprovider.pro/companies/ih-mississippi-valley-credit-union-401k-plan) — 401 participants

- [Consumers Credit Union](https://planprovider.pro/companies/consumers-cooperative-credit-union-plan-001) — 478 participants

- [Consumers Credit Union](https://planprovider.pro/companies/consumers-cooperative-credit-union-401k-plan) — 485 participants

- [Baxter Credit Union (Dba Bcu)](https://planprovider.pro/companies/baxter-credit-union-dba-bcu-401k-plan-001) — 624 participants

- [Alliant Credit Union](https://planprovider.pro/companies/alliant-credit-union-401k-plan) — 873 participants

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

© 2026 PlanProvider.Pro