Plan Snapshot
- Plan Sponsor: Amoco Federal Credit Union
- Sponsor EIN: 741110077
- Sponsor Address: 2300 TEXAS AVENUE, TEXAS CITY, TX, 77590
- Plan Type: 401(k)
- Total Participants: 286
- Total Assets: $35.1M
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 | 286 | $35.1M | $679,947 | $1.2M |
| 2023 | 313 | $30.2M | $1.4M | $1.2M |
| 2022 | 290 | $24.6M | $1.1M | $1.0M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — 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 | $91,203 | $1,802 | $89,401 | — | — |
| 2023 | $57,664 | $11,983 | $45,681 | — | — |
| 2022 | $17,169 | — | $17,169 | — | — |