# Wauna Federal Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/wauna-federal-credit-union-401k-plan

> Wauna Federal Credit Union's 401(k) plan: 108 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wauna Federal Credit Union

- **Sponsor EIN:** 930562551

- **Sponsor Address:** 101 TRUEHAAK, CLATSKANIE, OR, 97016

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

- **Total Participants:** 108

- **Total Assets:** $9.4M

## 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|108|$9.4M|$306,475|$515,728|

| 2023|117|$8.5M|$308,959|$487,021|

| 2022|102|$7.0M|$263,619|$443,919|

## 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|$2,999|—|$2,999|—|—|

| 2023|$2,918|—|$2,918|—|—|

| 2022|$4,330|—|$4,330|—|—|

## Similar Plans

- [Oregonians Credit Union](https://planprovider.pro/companies/oregonians-credit-union-401k-plan) — 72 participants

- [Valley Credit Union](https://planprovider.pro/companies/valley-credit-union-401k-plan) — 18 participants

- [First Tech Federal Credit Union](https://planprovider.pro/companies/first-tech-federal-credit-union-plan-004) — 6 participants

- [Rivermark Community Credit Union](https://planprovider.pro/companies/rivermark-community-credit-union-401k-plan) — 276 participants

- [Northwest Community Credit Union](https://planprovider.pro/companies/northwest-community-credit-union-401k-plan) — 280 participants

- [Oregon State Credit Union](https://planprovider.pro/companies/oregon-state-credit-union-401k-plan) — 295 participants

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

© 2026 PlanProvider.Pro