Plan Snapshot
- Plan Sponsor: Abilene Teachers Federal Credit Union
- Sponsor EIN: 750888860
- Sponsor Address: PO BOX 5706, ABILENE, TX, 796065706
- Plan Type: 401(k)
- Total Participants: 137
- Total Assets: $2.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 137 | $2.6M | $0 | $296,608 |
| 2023 | 134 | $2.1M | $0 | $258,472 |
| 2022 | 126 | $1.7M | $0 | $225,072 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | NONE | $13,856 | — | $13,856 |
| EIDE BAILLY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CMFG LIFE INSURANCE COMPANY — NONE
- EIDE BAILLY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,856
- Estimated Expense Ratio: 0.531% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $15,989 | $2,132 | $11,975 | — | — |
| 2023 | $13,493 | $1,631 | $11,063 | — | — |
| 2022 | $11,331 | $2,214 | $9,117 | — | — |