Plan Snapshot
- Plan Sponsor: Arnall Golden Gregory LLP
- Sponsor EIN: 580543673
- Sponsor Address: 171 17TH STREET NW, ATLANTA, GA, 30363
- Plan Type: 401(k)
- Total Participants: 248
- Total Assets: $172.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 248 | $172.8M | $5.4M | $4.0M |
| 2023 | 244 | $158.2M | $5.0M | $3.8M |
| 2022 | 232 | $136.3M | $4.2M | $3.2M |
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 |
|---|---|---|---|---|
| SAVANT CAPITAL LLC | Investment Advisor | $143,939 | — | $143,939 |
| SCHWAB RETIREMENT PLAN SERVICES,INC | Recordkeeper | $56,234 | — | $56,234 |
| CAP FINANCIAL PARTNERS LLC | Other Service Provider | $46,187 | — | $46,187 |
| HB WEALTH MANAGEMENT LLC | Other Service Provider | $20,085 | — | $20,085 |
| ENVESTNET ASSET MANAGEMENT INC | Other Service Provider | $13,531 | — | $13,531 |
| WAYPOINT WEALTH COUNSEL LLC | Other Service Provider | $9,247 | — | $9,247 |
| CORNERCAP INVESTMENT COUNSEL I | Other Service Provider | $7,445 | — | $7,445 |
| CHARLES SCHWAB & CO., INC. | Recordkeeper | $5,297 | — | $5,297 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAVANT CAPITAL LLC — Investment Advisor
- SCHWAB RETIREMENT PLAN SERVICES,INC — Recordkeeper
- CHARLES SCHWAB & CO., INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $301,965
- Estimated Expense Ratio: 0.175% 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 | $301,214 | $245,030 | — | — | — |
| 2023 | $317,444 | $250,639 | — | — | — |
| 2022 | $295,399 | $223,864 | — | — | — |