Plan Snapshot
- Plan Sponsor: Lge Community Credit Union
- Sponsor EIN: 586032554
- Sponsor Address: PO BOX 1188, ATLANTA, GA, 30339
- Plan Type: 401(k)
- Total Participants: 339
- Total Assets: $41.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 339 | $41.6M | $1.8M | $2.0M |
| 2023 | 346 | $38.5M | $1.5M | $1.8M |
| 2022 | 281 | $33.3M | $2.1M | $1.6M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $146,416 | — | $146,416 |
| AMERICAN PORTFOLIO FINANCIAL SVCS | BROKER | — | $60,609 | $60,609 |
| LPL FINANCIAL CORPORATION | INVESTMENT ADVISORY-PLAN | $23,755 | — | $23,755 |
| OSAIC WEALTH INC | BROKER | — | $18,266 | $18,266 |
| ERISA SERVICES OF GEORGIA, LLC | RECORDKEEPER | $12,400 | — | $12,400 |
| DOEREN MAYHEW ASSURANCE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- OSAIC WEALTH INC — BROKER
- DOEREN MAYHEW ASSURANCE — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $261,446
- Estimated Expense Ratio: 0.628% 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 | $200,583 | $200,583 | — | — | — |
| 2023 | $200,554 | $200,554 | — | — | — |
| 2022 | $160,354 | — | — | — | $160,354 |