Plan Snapshot
- Plan Sponsor: Bremen-Bowdon Investment Company
- Sponsor EIN: 580533925
- Sponsor Address: 141 COMMERCE STREET, BOWDON, GA, 30108
- Plan Type: 401(k)
- Total Participants: 71
- Total Assets: $3.2M
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 | 71 | $3.2M | $6,521 | $42,791 |
| 2023 | 105 | $3.2M | $11,750 | $54,242 |
| 2022 | 127 | $2.9M | $91,263 | $55,004 |
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 |
|---|---|---|---|---|
| SMITH AND HOWARD PC | 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 | $31,139 | — | — | — | — |
| 2023 | $30,546 | — | — | — | — |
| 2022 | $49,001 | — | — | — | — |