Plan Ledger DOL Form 5500 · updated monthly

Fort Worth Community Credit Union401(k)

FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN · BEDFORD, TX · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Fort Worth Community Credit Union reported $41,181 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,070 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 rose from 0.07% to 0.11%. 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 1,291st-largest of 5,688 plans among Texas employers on file, and the 2,046th of 4,798 in finance & insurance. In 2024, employees put in $1.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$37,967,766
Participants with balances212
Active participants179
Employer contributions$728,544
Employee contributions$925,954
Employer contribution per active participant$4,070
Average account balance$179,093
Benefits paid to participants$3,486,676
Plan auditUnmodified (clean) audit opinion
AuditorSTILL BURTON, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$38.0M · 212 accts · $729K emplr
2023$34.1M · 200 accts · $697K emplr
2022$31.0M · 208 accts · $708K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$41,181
Total administrative$41,181
The Fort Worth Community Credit Union 401(k) match · 2024
Employer contribution per active participant$4,070
Median for plans this size$2,416
2024$4,070 per active participant
2023$3,893 per active participant
2022$3,933 per active participant

Fort Worth Community 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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$147,275

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$41,181 · 0.11%
2023$15,686 · 0.05%
2022$22,411 · 0.07%
Same employer
Similar plansFinance & Insurance · Texas
Apex Capital Corp TX$38.2M · 0.02%
Legend Bank TX$37.2M · 0.37%
Rally Credit Union TX$36.9M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 750796472 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.