Plan Snapshot
- Plan Sponsor: Alexander Proudfoot Company
- Sponsor EIN: 650117058
- Sponsor Address: 6 CONCOURSE PARKWAY, ATLANTA, GA, 30328
- Plan Type: 401(k)
- Total Participants: 16
- Total Assets: $33.3M
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 | 16 | $33.3M | $66,346 | $129,947 |
| 2023 | 15 | $34.4M | $87,487 | $156,388 |
| 2022 | 26 | $33.3M | $5,460 | $182,160 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH | RIA | $26,986 | — | $26,986 |
| WINDHAM BRANNON, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERRILL LYNCH — RIA
- WINDHAM BRANNON, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,986
- Estimated Expense Ratio: 0.081% 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 | $102,457 | — | $93,551 | — | — |
| 2023 | $98,534 | $26,522 | $72,012 | — | — |
| 2022 | $111,660 | $29,383 | $82,277 | — | — |