Plan Snapshot
- Plan Sponsor: Atlanta Postal Credit Union
- Sponsor EIN: 580146810
- Sponsor Address: 3900 CROWN ROAD, ATLANTA, GA, 303800001
- Plan Type: 401(k)
- Total Participants: 303
- Total Assets: $10.4M
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 | 303 | $10.4M | $434,490 | $1.0M |
| 2023 | 301 | $9.7M | $401,344 | $876,138 |
| 2022 | 307 | $7.8M | $361,408 | $810,431 |
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 |
|---|---|---|---|---|
| MAULDIN & JENKINS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MAULDIN & JENKINS LLC — 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 | $29,235 | $8,118 | $18,818 | — | — |
| 2023 | $23,981 | $6,619 | $15,377 | — | — |
| 2022 | $20,254 | $5,601 | $14,653 | — | — |