# Allsouth Federal Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/allsouth-federal-credit-union-401k-plan

> Allsouth Federal Credit Union's 401(k) plan: 309 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Allsouth Federal Credit Union

- **Sponsor EIN:** 570407742

- **Sponsor Address:** 730 ELMWOOD AVENUE, COLUMBIA, SC, 29201

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

- **Total Participants:** 309

- **Total Assets:** $13.8M

## 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|309|$13.8M|$0|$1.0M|

| 2023|316|$12.2M|$0|$981,492|

| 2022|309|$10.8M|$0|$932,361|

## 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|$23,054|—|$23,054|

| MEMBERS CAPITAL ADVISORS, INC.|NONE|$11,144|—|$11,144|

| THE HOBBS GROUP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CMFG LIFE INSURANCE COMPANY](https://planprovider.pro/provider/trustage) — NONE

- [THE HOBBS GROUP](https://planprovider.pro/provider/the-hobbs-group-pa) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $34,198

- **Estimated Expense Ratio:** 0.249% 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|$34,134|$11,144|$20,499|—|—|

| 2023|$32,528|$9,372|$20,344|—|—|

| 2022|$29,149|—|$8,898|—|$20,251|

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