# Uncle Credit Union DB Plan
Source: https://planprovider.pro/companies/uncle-credit-union-plan

> Uncle Credit Union's DB plan: 87 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Uncle Credit Union

- **Sponsor EIN:** 941404327

- **Sponsor Address:** 2100 LAS POSITAS CT, LIVERMORE, CA, 94551

- **Plan Type:** DB

- **Total Participants:** 87

- **Total Assets:** $13.9M

## 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|87|$13.9M|$0|$0|

| 2023|78|$12.8M|$0|$0|

| 2022|70|$11.5M|$0|$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|

| CLIFTON, LARSON, ALLEN, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTON, LARSON, ALLEN, LLP](https://planprovider.pro/provider/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|$80,755|$13,459|$56,529|—|—|

| 2023|$71,644|$11,941|$50,151|—|—|

| 2022|$73,511|$12,252|$61,259|—|—|

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

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