# America'S Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/america-s-credit-union-401k-plan

> America'S Credit Union's 401(k) plan: 126 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** America'S Credit Union

- **Sponsor EIN:** 756016747

- **Sponsor Address:** 2154 FOREST LANE, GARLAND, TX, 75042

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

- **Total Participants:** 126

- **Total Assets:** $12.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|126|$12.4M|$428,608|$574,009|

| 2023|128|$11.0M|$389,283|$518,910|

| 2022|120|$9.3M|$324,605|$439,558|

## 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|

| WELLTH ADVISORY SERVICES, LLC|SERVICE PROVIDER|—|$27,485|$27,485|

| GLOBAL RETIREMENT PARTNERS LLC|SERVICE PROVIDER|—|$18,695|$18,695|

| PLANCHECK CPA'S LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — SERVICE PROVIDER

- [PLANCHECK CPA'S LLC](https://planprovider.pro/provider/plancheck-cpas-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $46,180

- **Estimated Expense Ratio:** 0.373% 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|$89,944|—|$89,944|—|—|

| 2023|$72,876|—|$72,876|—|—|

| 2022|$78,006|—|$78,006|—|—|

## Similar Plans

- [Education Credit Union](https://planprovider.pro/companies/education-credit-union-plan-002) — 131 participants

- [Abilene Teachers Federal Credit Union](https://planprovider.pro/companies/abilene-teachers-federal-credit-union-plan) — 118 participants

- [Abilene Teachers Federal Credit Union](https://planprovider.pro/companies/abilene-teachers-federal-credit-union-401k-plan) — 137 participants

- [Education First Federal Credit Union](https://planprovider.pro/companies/education-first-federal-credit-union-401k-plan) — 137 participants

- [Texas Tech Federal Credit Union](https://planprovider.pro/companies/texas-tech-federal-credit-union-plan-001) — 113 participants

- [Southwest Airlines Federal Credit Union](https://planprovider.pro/companies/southwest-airlines-federal-credit-union-401k-plan) — 111 participants

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

© 2026 PlanProvider.Pro