# Piedmont Advantage Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/piedmont-advantage-credit-union-401k-plan

> Piedmont Advantage Credit Union's 401(k) plan: 88 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Piedmont Advantage Credit Union

- **Sponsor EIN:** 566048494

- **Sponsor Address:** 3530 ADVANTAGE WAY, WINSTON-SALEM, NC, 27103

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

- **Total Participants:** 88

- **Total Assets:** $8.4M

## 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|88|$8.4M|$208,528|$361,702|

| 2023|100|$8.0M|$237,427|$422,150|

| 2022|111|$6.7M|$245,071|$434,476|

## 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|

| BUTLER & BURKE LLP|Auditor|—|—|$0|

## 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|$2,542|—|—|—|—|

| 2023|$5,585|—|—|—|—|

| 2022|$330|—|—|—|$330|

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