# Atlanta Union Mission 403b Plan 403(b) Plan
Source: https://planprovider.pro/companies/atlanta-union-mission-403b-plan-403b-plan

> Atlanta Union Mission 403b Plan's 403(b) plan: 223 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| WARREN AVERETT, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WARREN AVERETT, LLC](https://planprovider.pro/provider/warren-averett-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|$52,144|$419|$50,825|—|—|

| 2023|$38,825|$142|$37,833|—|—|

| 2022|$38,818|—|—|—|—|

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