Plan Snapshot
- Plan Sponsor: American Federation Of Teachers Afl-Cio
- Sponsor EIN: 360725240
- Sponsor Address: 4440 ASH GROVE, SPRINGFIELD, IL, 62711
- Plan Type: DC
- Total Participants: 54
- Total Assets: $32.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 54 | $32.6M | $930,729 | $112,451 |
| 2023 | 56 | $29.1M | $944,982 | $93,862 |
| 2022 | 55 | $25.6M | $890,231 | $87,483 |
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 |
|---|---|---|---|---|
| KERBER, ECK & BRAECKEL | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KERBER, ECK & BRAECKEL — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $4,526 | — | — | — | — |
| 2023 | $40 | — | — | — | — |
| 2022 | $11,780 | — | — | — | — |