# Associated Credit Union Of Texas 401(k) Plan
Source: https://planprovider.pro/companies/associated-credit-union-of-texas-401k-plan

> Associated Credit Union Of Texas's 401(k) plan: 167 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Associated Credit Union Of Texas

- **Sponsor EIN:** 741321144

- **Sponsor Address:** PO BOX 9004, LEAGUE CITY, TX, 775749004

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

- **Total Participants:** 167

- **Total Assets:** $17.4M

## 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|167|$17.4M|$609,785|$684,715|

| 2023|144|$17.3M|$577,028|$669,389|

| 2022|176|$14.5M|$543,351|$633,837|

## 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|

| ASSOCI CREDIT UNION|SVC PROVIDER|$112,330|—|$112,330|

| GALLAGHER BENEFIT SERV|BROKER|—|$28,732|$28,732|

| THE ALLOCATION COMPANY INC|TPA|—|$9,006|$9,006|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [GALLAGHER BENEFIT SERV](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — BROKER

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $150,068

- **Estimated Expense Ratio:** 0.860% 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|$25,740|$16,615|$9,125|—|—|

| 2023|$26,289|—|—|—|—|

| 2022|$8,830|—|—|—|—|

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

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