Plan Snapshot
- Plan Sponsor: Brent Scarbrough & Company, INC.
- Sponsor EIN: 581761943
- Sponsor Address: 45 EAST AVIATION WAY, NEWNAN, GA, 30263
- Plan Type: 401(k)
- Total Participants: 558
- Total Assets: $522.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 558 | $522.4M | $842,975 | $0 |
| 2023 | 482 | $367.0M | $365,637 | $0 |
| 2022 | 439 | $252.9M | $393,556 | $0 |
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 | 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 | $14,884 | $11,982 | $2,902 | — | — |
| 2023 | $12,811 | $8,127 | $1,827 | — | — |
| 2022 | $4,096 | — | — | — | — |