Plan Snapshot
- Plan Sponsor: Automated Systems Design, INC.
- Sponsor EIN: 581688747
- Sponsor Address: 1111 ALDERMAN DRIVE, ALPHARETTA, GA, 30005
- Plan Type: 401(k)
- Total Participants: 167
- Total Assets: $10.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 167 | $10.2M | $152,993 | $1.0M |
| 2023 | 150 | $8.9M | $420,256 | $854,098 |
| 2022 | 91 | $7.1M | $118,652 | $701,964 |
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 |
|---|---|---|---|---|
| BENNETT THRASHER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BENNETT THRASHER 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 | $40,705 | $22,926 | — | — | — |
| 2023 | $1,123,200 | — | $35,372 | — | — |
| 2022 | $246,472 | — | $33,264 | — | — |