# Annandale At Suwanee, INC. 403(b) Plan
Source: https://planprovider.pro/companies/annandale-at-suwanee-inc-403b-plan

> Annandale At Suwanee, INC.'s 403(b) plan: 178 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/mauldin-and-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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/annandale-at-suwanee-inc-403b-plan)

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