Plan Snapshot
- Plan Sponsor: Delta Community Credit Union
- Sponsor EIN: 580904765
- Sponsor Address: 3250 RIVERWOOD PARKWAY, ATLANTA, GA, 30339
- Plan Type: 401(k)
- Total Participants: 1,343
- Total Assets: $163.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,343 | $163.5M | $7.6M | $8.9M |
| 2023 | 1,294 | $135.7M | $6.7M | $7.9M |
| 2022 | 1,211 | $107.5M | $6.0M | $7.4M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | NONE | $73,907 | — | $73,907 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $73,907
- Estimated Expense Ratio: 0.045% 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 | $74,316 | — | — | — | — |
| 2023 | $194,292 | — | — | — | — |
| 2022 | $127,427 | — | — | — | — |