Plan Snapshot
- Plan Sponsor: Peach State Federal Credit Union
- Sponsor EIN: 586034029
- Sponsor Address: 1505 LAKES PARKWAY, LAWRENCEVILLE, GA, 30043
- Plan Type: 401(k)
- Total Participants: 219
- Total Assets: $23.8M
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 | 219 | $23.8M | $1.3M | $931,237 |
| 2023 | 213 | $20.5M | $1.4M | $740,397 |
| 2022 | 207 | $16.5M | $1.0M | $697,724 |
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 | $95,529 | — | $95,529 | — | — |
| 2023 | $82,921 | $57,356 | — | — | — |
| 2022 | $78,874 | — | — | — | $78,874 |