Plan Ledger DOL Form 5500 · updated monthly

Capital Credit Union401(k)

CAPITAL CREDIT UNION 401(K) PLAN AND TRUST · GREEN BAY, WI · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

Capital Credit Union reported $138,508 in plan administrative expenses for 2024: 0.44% of average plan assets, above the peer median. Employer contributions averaged $2,800 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 3 years on file its reported administrative ratio has held roughly steady near 0.44%. 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 582nd-largest of 1,936 plans among Wisconsin employers on file, and the 2,269th of 4,798 in finance & insurance. In 2024, employees put in $1.49 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$33,085,917
Participants with balances628
Active participants444
Employer contributions$1,243,256
Employee contributions$1,856,675
Employer contribution per active participant$2,800
Average account balance$52,685
Benefits paid to participants$3,819,462
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$33.1M · 628 accts · $1.2M emplr
2023$29.9M · 609 accts · $1.5M emplr
2022$25.5M · 573 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$107,839
Investment management$30,669
Total administrative$138,508
The Capital Credit Union 401(k) match · 2024
Employer contribution per active participant$2,800
Median for plans this size$2,416
2024$2,800 per active participant
2023$3,256 per active participant
2022$2,957 per active participant

Capital 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 · 20242
CMFG LIFE INSURANCE COMPANY · Recordkeeping · Pension consulting$104,999
MEMBERS CAPITAL ADVISORS, INC. · Investment advisory (plan)$30,669

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$138,508 · 0.44%
2023$131,560 · 0.48%
2022$129,462 · 0.46%
Same employer
Similar plansFinance & Insurance · Wisconsin
Bankers Bank WI$35.4M · 0.13%
Hausmann Group, Inc. WI$35.4M · 0.03%
Jacobus Energy, LLC WI$34.1M · 0.38%
Ansay & Associates, LLC WI$30.1M · 0.24%
Catholic Financial Life WI$30.1M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390394240 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.