Plan Snapshot
- Plan Sponsor: Atlanta Union Mission 403b Plan
- Sponsor EIN: 580572430
- Sponsor Address: 2353 BOLTON ROAD, ATLANTA, GA, 30318
- Plan Type: 403(b)
- Total Participants: 223
- Total Assets: $6.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 223 | $6.3M | $303,885 | $377,973 |
| 2023 | 218 | $5.5M | $377,206 | $351,763 |
| 2022 | 218 | $4.2M | $292,933 | $340,823 |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | Other Service Provider | $51,802 | $37 | $51,839 |
| RPA FINANCIAL, LLC | Other Service Provider | — | $20,659 | $20,659 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,498
- Estimated Expense Ratio: 1.155% 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 | $52,144 | $419 | $50,825 | — | — |
| 2023 | $38,825 | $142 | $37,833 | — | — |
| 2022 | $38,818 | — | — | — | — |