Plan Snapshot
- Plan Sponsor: Atlanta Women'S Healthcare Specialists, LLC
- Sponsor EIN: 201259958
- Sponsor Address: 275 COLLIER ROAD, SUITE 270, ATLANTA, GA, 30309
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $37.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 112 | $37.6M | $1.7M | $1.0M |
| 2023 | 111 | $31.1M | $1.6M | $939,694 |
| 2022 | 96 | $26.1M | $1.4M | $798,955 |
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 |
|---|---|---|---|---|
| SMITH & HOWARD, PC | 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 | $32,611 | $6,408 | $9,228 | — | — |
| 2023 | $21,391 | — | $21,391 | — | — |
| 2022 | $13,868 | $2,318 | $11,550 | — | — |