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

> Union Square Credit Union's 401(k) plan: 154 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Union Square Credit Union

- **Sponsor EIN:** 750971964

- **Sponsor Address:** 1401 HOLLIDAY ST, WICHITA FALLS, TX, 763017108

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

- **Total Participants:** 154

- **Total Assets:** $14.0M

## 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|154|$14.0M|$476,138|$597,156|

| 2023|130|$12.9M|$456,580|$628,154|

| 2022|128|$12.4M|$496,505|$576,869|

## 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|

| LPL FINANCIAL LLC|ADVISOR|$33,220|—|$33,220|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$18,807|—|$18,807|

| STRATEGIC ADVISORS, INC.|ADVISOR|$8,338|—|$8,338|

| FREEMON, SHAPARD & STORY|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LPL FINANCIAL LLC](https://planprovider.pro/provider/lpl-financial-llc) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FREEMON, SHAPARD & STORY](https://planprovider.pro/provider/freemon-shapard-and-story) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $60,365

- **Estimated Expense Ratio:** 0.430% 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|$60,364|$41,557|—|—|—|

| 2023|$55,462|$40,199|—|—|—|

| 2022|$61,284|$2,569|—|—|—|

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

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