Plan Snapshot
- Plan Sponsor: Ashton Woods Usa, LLC.
- Sponsor EIN: 371590746
- Sponsor Address: 3820 MANSELL ROAD SUITE 400, ALPHARETTA, GA, 30022
- Plan Type: 401(k)
- Total Participants: 1,312
- Total Assets: $118.4M
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 | 1,312 | $118.4M | $3.8M | $10.4M |
| 2023 | 1,174 | $97.1M | $3.5M | $9.4M |
| 2022 | 1,109 | $77.8M | $3.3M | $8.8M |
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 |
|---|---|---|---|---|
| WINDHAM BRANNON, LLC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINDHAM BRANNON, 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 | $133,582 | $113,757 | $15,825 | — | — |
| 2023 | $126,757 | $105,057 | $18,550 | — | — |
| 2022 | $125,088 | — | — | — | — |