Plan Ledger DOL Form 5500 · updated monthly

Cse Federal Credit Union401(k)

CSE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST · LAKE CHARLES, LA · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Cse Federal Credit Union reported $48,666 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $7,061 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 0.36%. 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 335th-largest of 884 plans among Louisiana employers on file, and 3,574th of 4,798 in finance & insurance. In 2024, the employer put in $1.79 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$14,220,769
Participants with balances133
Active participants103
Employer contributions$727,286
Employee contributions$406,146
Employer contribution per active participant$7,061
Average account balance$106,923
Benefits paid to participants$1,012,717
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.2M · 133 accts · $727K emplr
2023$12.7M · 136 accts · $658K emplr
2022$12.7M · 131 accts · $587K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,537
Investment management$11,129
Total administrative$48,666
The Cse Federal Credit Union 401(k) match · 2024
Employer contribution per active participant$7,061
Median for plans this size$2,416
2024$7,061 per active participant
2023$6,518 per active participant
2022$5,927 per active participant

Cse Federal Credit Union's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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$37,537
MEMBERS CAPITAL ADVISORS, INC. · Investment advisory (plan)$11,129

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$48,666 · 0.36%
2023$42,055 · 0.33%
2022$45,859 · 0.34%
Same employer
Similar plansFinance & Insurance · Louisiana
South Louisiana Bank, Inc LA$19.7M · 0.10%
Jd Bank 401K Plan LA$16.6M · 0.47%
First Guaranty Bank, Inc. LA$16.2M · 0.17%
Bom Bank LA$13.6M · 0.02%
Onpath Federal Credit Union LA$13.0M · 0.28%
Mansura Bancshares, Inc. LA$12.7M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 720433983 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.