Plan Snapshot
- Plan Sponsor: Associated Credit Union
- Sponsor EIN: 580240950
- Sponsor Address: 6251 CROOKED CREEK ROAD, NORCROSS, GA, 300927157
- Plan Type: 401(k)
- Total Participants: 346
- Total Assets: $48.2M
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 | 346 | $48.2M | $1.5M | $1.5M |
| 2023 | 329 | $42.4M | $1.4M | $1.4M |
| 2022 | 296 | $38.2M | $1.2M | $1.3M |
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 |
|---|---|---|---|---|
| DOEREN MAYHEW ASSURANCE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DOEREN MAYHEW ASSURANCE — 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 | $37,896 | $44,954 | — | — |
| 2023 | $89,083 | $31,466 | $48,177 | — | — |
| 2022 | $87,043 | $30,525 | $56,518 | — | — |