Plan Snapshot
- Plan Sponsor: Atlanta Heart Specialists, LLC
- Sponsor EIN: 582563008
- Sponsor Address: 1468 MONTREAL RD. EAST, TUCKER, GA, 30084
- Plan Type: 401(k)
- Total Participants: 105
- Total Assets: $20.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 105 | $20.5M | $425,560 | $646,310 |
| 2023 | 98 | $17.8M | $354,353 | $592,047 |
| 2022 | 89 | $15.0M | $334,001 | $517,611 |
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 |
|---|---|---|---|---|
| MOORE COLSON | Auditor | — | — | $0 |
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 | $108,042 | $96,377 | — | — | — |
| 2023 | $66,920 | $62,647 | — | — | — |
| 2022 | $64,170 | $63,655 | — | — | $515 |