# Alliance Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/alliance-credit-union-401k-plan-002

> Alliance Credit Union's 401(k) plan: 198 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Alliance Credit Union

- **Sponsor EIN:** 750800435

- **Sponsor Address:** 6219 SPUR 327, LUBBOCK, TX, 79424

- **Plan Type:** 401(k)

- **Total Participants:** 198

- **Total Assets:** $12.2M

## 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|198|$12.2M|$1.1M|$763,506|

| 2023|136|$9.9M|$984,179|$665,707|

| 2022|123|$7.7M|$803,750|$589,199|

## 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|

| EQUITABLE ADVISORS LLC|ADVISOR|$30,573|—|$30,573|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$5,131|—|$5,131|

| PRICEKUBECKA, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [EQUITABLE ADVISORS LLC](https://planprovider.pro/provider/equitable) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [PRICEKUBECKA, PLLC](https://planprovider.pro/provider/pricekubecka-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $35,704

- **Estimated Expense Ratio:** 0.292% 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|$35,704|$30,573|—|—|—|

| 2023|$31,631|$24,168|—|—|—|

| 2022|$30,635|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/alliance-credit-union-401k-plan-002)

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