# Greater Texas Federal Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/greater-texas-federal-credit-union-401k-plan

> Greater Texas Federal Credit Union's 401(k) plan: 193 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Greater Texas Federal Credit Union

- **Sponsor EIN:** 741197940

- **Sponsor Address:** 12544 RIATA VISTA CIRCLE, AUSTIN, TX, 78727

- **Plan Type:** 401(k)

- **Total Participants:** 193

- **Total Assets:** $20.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|193|$20.8M|$783,503|$943,354|

| 2023|209|$19.7M|$893,097|$911,733|

| 2022|216|$16.5M|$769,316|$769,929|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$61,818|—|$61,818|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [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:** $61,818

- **Estimated Expense Ratio:** 0.298% 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|$61,818|—|$61,818|—|—|

| 2023|$54,679|—|$54,679|—|—|

| 2022|$50,714|—|$50,714|—|—|

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

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