Plan Snapshot
- Plan Sponsor: Annandale At Suwanee, INC.
- Sponsor EIN: 586081470
- Sponsor Address: 3500 ANNANDALE LANE, SUWANEE, GA, 30024
- Plan Type: 403(b)
- Total Participants: 178
- Total Assets: $4.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 178 | $4.6M | $167,038 | $364,080 |
| 2023 | 171 | $4.1M | $139,233 | $327,532 |
| 2022 | 150 | $3.5M | $155,609 | $295,744 |
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 |
|---|---|---|---|---|
| MAULDIN & JENKINS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MAULDIN & JENKINS, 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 | $5,556 | $5,556 | — | — | — |
| 2023 | $4,875 | $4,875 | — | — | — |
| 2022 | $4,665 | $4,665 | — | — | — |