Plan Snapshot
- Plan Sponsor: Ankle And Foot Centers Of Georgia, LLC
- Sponsor EIN: 274023059
- Sponsor Address: 1975 HWY 54 W STE 205, PEACHTREE CITY, GA, 30269
- Plan Type: DC
- Total Participants: 310
- Total Assets: $16.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 310 | $16.8M | $365,651 | $937,922 |
| 2023 | 309 | $14.2M | $288,841 | $778,385 |
| 2022 | 302 | $11.4M | $283,403 | $755,691 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $83,030 | — | $83,030 |
| RAYMOND JAMES FIN SVCS ADVISORS | INVESTMENT ADVISORY | — | $44,312 | $44,312 |
| FULTON & KOZAK, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES FIN SVCS ADVISORS — INVESTMENT ADVISORY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $127,342
- Estimated Expense Ratio: 0.758% 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 | $83,030 | — | $83,030 | — | — |
| 2023 | $67,407 | — | $67,407 | — | — |
| 2022 | $61,833 | — | $61,833 | — | — |