# Georgia United Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/georgia-united-credit-union-401k-plan

> Georgia United Credit Union's 401(k) plan: 341 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| CANNON FINANCIAL STRATEGISTS INC|ADVISOR|$104,839|—|$104,839|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$54,267|—|$54,267|

| STRATEGIC ADVISORS, INC.|ADVISOR|$18,061|—|$18,061|

| WIPFLI LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [WIPFLI LLP](https://planprovider.pro/provider/wipfli-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $177,167

- **Estimated Expense Ratio:** 0.381% 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|$177,166|$122,899|—|—|—|

| 2023|$148,492|$102,359|—|—|—|

| 2022|$136,182|$12,319|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/georgia-united-credit-union-401k-plan)

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