# Austin Telco Fcu Retirement Plan 401(k) Plan
Source: https://planprovider.pro/companies/austin-telco-fcu-retirement-plan-plan

> Austin Telco Fcu Retirement Plan's 401(k) plan: 203 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — NONE

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [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:** $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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/austin-telco-fcu-retirement-plan-plan)

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