Plan Snapshot
- Plan Sponsor: Southland Credit Union
- Sponsor EIN: 951585409
- Sponsor Address: 10701 LOS ALAMITOS BLVD, LOS ALAMITOS, CA, 907202330
- Plan Type: 401(k)
- Total Participants: 169
- Total Assets: $25.9M
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 | 169 | $25.9M | $1.1M | $1.1M |
| 2023 | 151 | $22.1M | $668,218 | $961,394 |
| 2022 | 147 | $18.2M | $751,801 | $915,146 |
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 | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — 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 | $47,465 | $21,695 | $21,431 | — | — |
| 2023 | $65,296 | $9,039 | $48,151 | — | — |
| 2022 | $69,996 | — | $69,996 | — | — |