Plan Snapshot
- Plan Sponsor: Bennett Thrasher, LLP
- Sponsor EIN: 581673613
- Sponsor Address: 3300 RIVERWOOD PARKWAY, ATLANTA, GA, 303393970
- Plan Type: 401(k)
- Total Participants: 525
- Total Assets: $69.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 525 | $69.6M | $3.3M | $4.6M |
| 2023 | 494 | $57.1M | $3.4M | $3.8M |
| 2022 | 370 | $44.7M | $3.1M | $3.2M |
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 |
|---|---|---|---|---|
| ELLIN & TUCKER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ELLIN & TUCKER — 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 | $81,671 | $53,078 | $23,817 | — | — |
| 2023 | $60,855 | $40,664 | $20,191 | — | — |
| 2022 | $56,771 | $202 | $56,331 | — | — |