Plan Snapshot
- Plan Sponsor: Aldridge Pite, LLP
- Sponsor EIN: 271372364
- Sponsor Address: SIX PIEDMONT CENTER, ATLANTA, GA, 30305
- Plan Type: 401(k)
- Total Participants: 510
- Total Assets: $26.1M
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 | 510 | $26.1M | $272,139 | $1.8M |
| 2023 | 498 | $21.5M | $260,496 | $1.6M |
| 2022 | 498 | $17.1M | $115,901 | $1.4M |
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 |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT | Investment Advisor | $63,382 | — | $63,382 |
| EMPOWER ANNUITY INSURANCE CO | Recordkeeper | $59,866 | — | $59,866 |
| ERISA SERVICES, INC | Other Service Provider | $3,600 | $10,000 | $13,600 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $136,848
- Estimated Expense Ratio: 0.523% 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 | $127,179 | $63,713 | — | — | — |
| 2023 | $117,148 | $43,204 | $5,217 | — | — |
| 2022 | $118,101 | — | $118,101 | — | — |