Plan Ledger DOL Form 5500 · updated monthly

Community First Credit Union401(k)

COMMUNITY FIRST CREDIT UNION CAPITAL ACCUMULATION PLAN · NEENAH, WI · plan year 2024

Reported admin expense ratio · 2024
0.37%

Community First Credit Union reported $142,508 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. 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 rose from 0.35% to 0.37%. 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 485th-largest of 1,936 plans among Wisconsin employers on file, and the 1,932nd of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$40,730,107
Participants with balances886
Active participants615
Employer contributions—
Employee contributions$2,846,410
Employer contribution per active participant—
Average account balance$45,971
Benefits paid to participants$3,645,138
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$40.7M · 886 accts
2023$35.9M · 814 accts
2022$30.3M · 768 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$137,335
Investment management$5,173
Total administrative$142,508
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$137,336

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$142,508 · 0.37%
2023$124,249 · 0.38%
2022$116,104 · 0.35%
Same employer
Similar plansFinance & Insurance · Wisconsin
Trust Point Inc WI$44.9M · 0.04%
Woodtrust Bank WI$44.2M · 0.04%
Tricor, LLC WI$42.6M · 0.01%
Marine Credit Union WI$37.3M · 0.51%
Bank Five Nine WI$36.0M · 0.44%
Bankers Bank WI$35.4M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 396264347 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.