Plan Snapshot
- Plan Sponsor: Aaron Invstmnts INC Dba Woodstock Outlet
- Sponsor EIN: 582029252
- Sponsor Address: 100 ROBIN ROAD EXT, ACWORTH, GA, 30102
- Plan Type: 401(k)
- Total Participants: 133
- Total Assets: $8.0M
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 | 133 | $8.0M | $244,912 | $508,085 |
| 2023 | 135 | $6.9M | $205,182 | $491,952 |
| 2022 | 126 | $5.8M | $131,334 | $441,588 |
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 |
|---|---|---|---|---|
| WINDHAM BRANNON LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINDHAM BRANNON LLC — 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 | $51,600 | $32,558 | — | — | — |
| 2023 | $34,960 | $23,480 | — | — | — |
| 2022 | $4,254 | — | — | — | — |