Plan Snapshot
- Plan Sponsor: Automationdirect.Com INC.
- Sponsor EIN: 582041971
- Sponsor Address: 3505 HUTCHINSON RD., CUMMING, GA, 30040
- Plan Type: 401(k)
- Total Participants: 394
- Total Assets: $107.6M
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 | 394 | $107.6M | $1.7M | $4.4M |
| 2023 | 372 | $88.5M | $1.4M | $3.9M |
| 2022 | 350 | $69.6M | $1.3M | $3.5M |
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 |
|---|---|---|---|---|
| CARR, RIGGS, & INGRAM, LLC | 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 | -$25,182 | $34,597 | — | — | — |
| 2023 | -$24,636 | $26,650 | — | — | — |
| 2022 | -$57,110 | $21,586 | — | — | — |