Plan Snapshot
- Plan Sponsor: Bibliotheca, LLC
- Sponsor EIN: 383837521
- Sponsor Address: 3169 HOLCOMB BRIDGE ROAD, NORCROSS, GA, 30071
- Plan Type: 401(k)
- Total Participants: 76
- Total Assets: $12.7M
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 | 76 | $12.7M | $362,695 | $925,196 |
| 2023 | 95 | $12.6M | $441,155 | $1.1M |
| 2022 | 112 | $10.2M | $460,222 | $1.1M |
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 |
|---|---|---|---|---|
| SEAY & WEISSINGER 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 | $71,085 | — | $71,085 | — | — |
| 2023 | $76,595 | — | $76,595 | — | — |
| 2022 | $68,015 | — | $68,015 | — | — |