Plan Snapshot
- Plan Sponsor: Atlanta Beverage Company 401(K) Ps
- Sponsor EIN: 581994903
- Sponsor Address: 5000 FULTON INDUSTRIAL BLVD. SW, ATLANTA, GA, 303362719
- Plan Type: 401(k)
- Total Participants: 226
- Total Assets: $25.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 226 | $25.5M | $213,502 | $787,510 |
| 2023 | 267 | $22.9M | $230,290 | $860,438 |
| 2022 | 245 | $19.0M | $203,663 | $1.2M |
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 |
|---|---|---|---|---|
| LANIGAN & ASSOCIATES, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LANIGAN & ASSOCIATES, P.C. — 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 | $30,603 | — | $30,603 | — | — |
| 2023 | $33,445 | — | $33,445 | — | — |
| 2022 | $38,672 | — | $38,672 | — | — |