Plan Snapshot
- Plan Sponsor: Augusta Ent, P.C.
- Sponsor EIN: 581981690
- Sponsor Address: 340 N BELAIR ROAD, EVANS, GA, 30809
- Plan Type: 401(k)
- Total Participants: 189
- Total Assets: $34.1M
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 | 189 | $34.1M | $1.2M | $710,800 |
| 2023 | 171 | $28.1M | $974,303 | $695,456 |
| 2022 | 143 | $24.2M | $828,584 | $624,198 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — 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 | $111,792 | — | $111,792 | — | — |
| 2023 | $79,511 | — | — | — | — |
| 2022 | $7,659 | $2,948 | $3,300 | — | $1,411 |