# Unitus Community Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/unitus-community-credit-union-401k-plan

> Unitus Community Credit Union's 401(k) plan: 311 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Unitus Community Credit Union

- **Sponsor EIN:** 930243503

- **Sponsor Address:** P.O. BOX 1937, PORTLAND, OR, 97207

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

- **Total Participants:** 311

- **Total Assets:** $52.6M

## 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|311|$52.6M|$1.9M|$1.9M|

| 2023|311|$45.7M|$1.9M|$2.0M|

| 2022|309|$36.1M|$2.0M|$1.9M|

## 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|

| STANCORP FINANCIAL GROUP|NONE|$56,136|$7,940|$64,076|

| CHARLES SCHWAB BANK|NONE|—|$16,307|$16,307|

| DOUGALL CONRADIE LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [CHARLES SCHWAB BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [DOUGALL CONRADIE LLC](https://planprovider.pro/provider/dougall-conradie-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $80,383

- **Estimated Expense Ratio:** 0.153% 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|$56,136|$16,307|$39,829|—|—|

| 2023|$51,236|—|$51,236|—|—|

| 2022|$46,253|—|$46,253|—|—|

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

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