Plan Snapshot
- Plan Sponsor: Austin Telco Fcu Retirement Plan
- Sponsor EIN: 741110192
- Sponsor Address: 11149 RESEARCH BLVD, AUSTIN, TX, 787595230
- Plan Type: 401(k)
- Total Participants: 203
- Total Assets: $14.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 203 | $14.5M | $473,286 | $765,244 |
| 2023 | 200 | $12.7M | $412,425 | $534,947 |
| 2022 | 164 | $10.9M | $369,051 | $507,197 |
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 |
|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | NONE | $31,772 | — | $31,772 |
| STANCORP FINANCIAL GROUP | NONE | $26,367 | — | $26,367 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GALLAGHER FIDUCIARY ADVISORS, LLC — NONE
- STANCORP FINANCIAL GROUP — NONE
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,139
- Estimated Expense Ratio: 0.401% 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 | $43,590 | $31,772 | $11,818 | — | — |
| 2023 | $31,485 | $21,163 | $10,322 | — | — |
| 2022 | $7,862 | — | $7,862 | — | — |