# Atlanta Heart Specialists, LLC 401(k) Plan
Source: https://planprovider.pro/companies/atlanta-heart-specialists-llc-plan

> Atlanta Heart Specialists, LLC's 401(k) plan: 105 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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