# Amplify Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/amplify-credit-union-401k-plan

> Amplify Credit Union's 401(k) plan: 210 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Amplify Credit Union

- **Sponsor EIN:** 741592875

- **Sponsor Address:** 3600 W PARMER LANE, SUITE 105, AUSTIN, TX, 78727

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

- **Total Participants:** 210

- **Total Assets:** $24.2M

## 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|210|$24.2M|$760,965|$1.3M|

| 2023|200|$22.3M|$813,063|$1.5M|

| 2022|248|$19.4M|$967,754|$1.7M|

## 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|

| STANCORP FINANCIAL GROUP|NONE|$59,028|—|$59,028|

| GALLAGHER FIDUCIARY ADVISORS, LLC|NONE|$45,180|—|$45,180|

| DOEREN MAYHEW ASSURANCE|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [GALLAGHER FIDUCIARY ADVISORS, LLC](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — NONE

- [DOEREN MAYHEW ASSURANCE](https://planprovider.pro/provider/doeren-mayhew-assurance) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $104,208

- **Estimated Expense Ratio:** 0.431% 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|$56,498|$45,180|—|—|—|

| 2023|$11,340|—|$11,340|—|—|

| 2022|$3,924|—|$3,924|—|—|

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

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