Plan Ledger DOL Form 5500 · updated monthly

Azura Credit Union401(k)

AZURA CREDIT UNION CAPITAL ACCUMULATION PLAN · TOPEKA, KS · plan year 2024

Reported admin expense ratio · 2024
0.06%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Azura Credit Union reported $8,234 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,594 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.23% to 0.06%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 402nd-largest of 828 plans among Kansas employers on file, and 3,584th of 4,798 in finance & insurance. In 2024, the employer put in $1.01 for every $1.00 employees contributed themselves; active participation has grown from 141 to 174 since 2022.

Plan summary
Net assets, end of year$14,133,840
Participants with balances234
Active participants174
Employer contributions$625,394
Employee contributions$621,555
Employer contribution per active participant$3,594
Average account balance$60,401
Benefits paid to participants$963,076
Plan auditUnmodified (clean) audit opinion
AuditorJ. TENBRINK AND ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$14.1M · 234 accts · $625K emplr
2023$11.8M · 211 accts · $535K emplr
2022$10.2M · 178 accts · $448K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,234
Total administrative$8,234
The Azura Credit Union 401(k) match · 2024
Employer contribution per active participant$3,594
Median for plans this size$2,416
2024$3,594 per active participant
2023$3,224 per active participant
2022$3,174 per active participant

Azura Credit Union's 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
CMFG LIFE INSURANCE COMPANY · Recordkeeping · Pension consulting$8,234

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024TruStage (CUNA Mutual)
2023TruStage (CUNA Mutual)

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$8,234 · 0.06%
2023$17,496 · 0.16%
2022$26,925 · 0.23%
Same employer
Similar plansFinance & Insurance · Kansas
Community Bancshares, Inc. KS$15.1M · 0.18%
One True Holding Company KS$15.1M · 0.19%
Exchange Bank & Trust KS$15.0M · 0.32%
Med James, Inc. KS$11.8M · 0.39%
Bank of Labor KS$11.6M · 0.15%
First State Bank and Trust KS$11.6M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 480625190 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.