Plan Snapshot
- Plan Sponsor: Georgia United Credit Union
- Sponsor EIN: 580800932
- Sponsor Address: 6705 SUGARLOAF PARKWAY, DULUTH, GA, 30097
- Plan Type: 401(k)
- Total Participants: 341
- Total Assets: $46.5M
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 | 341 | $46.5M | $2.8M | $2.2M |
| 2023 | 341 | $41.1M | $2.4M | $2.0M |
| 2022 | 315 | $33.9M | $1.9M | $1.8M |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — 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 | $177,166 | $122,899 | — | — | — |
| 2023 | $148,492 | $102,359 | — | — | — |
| 2022 | $136,182 | $12,319 | — | — | — |