Plan Snapshot
- Plan Sponsor: American United Federal Credit Union
- Sponsor EIN: 870219133
- Sponsor Address: 2687 WEST 7800 SOUTH, WEST JORDAN, UT, 84088
- Plan Type: 401(k)
- Total Participants: 95
- Total Assets: $4.2M
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 | 95 | $4.2M | $233,331 | $303,925 |
| 2023 | 83 | $3.4M | $214,060 | $287,771 |
| 2022 | 84 | $2.5M | $200,111 | $277,022 |
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 |
|---|---|---|---|---|
| EIDE BAILLY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY — 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 | $35,512 | — | $35,512 | — | — |
| 2023 | $26,883 | $13,467 | $13,416 | — | — |
| 2022 | $26,263 | — | $26,263 | — | — |