Plan Snapshot
- Plan Sponsor: C.W. Matthews Contracting Company, INC.
- Sponsor EIN: 580652729
- Sponsor Address: 1600 KENVIEW DRIVE, MARIETTA, GA, 30060
- Plan Type: 401(k)
- Total Participants: 1,747
- Total Assets: $94.3M
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 | 1,747 | $94.3M | $4.2M | $8.5M |
| 2023 | 1,375 | $71.9M | $3.4M | $6.7M |
| 2022 | 1,269 | $57.4M | $3.0M | $5.6M |
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 |
|---|---|---|---|---|
| NICHOLS, CAULEY & ASSOCIATES, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NICHOLS, CAULEY & ASSOCIATES, LLC — 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 | $398,664 | $277,536 | $121,128 | — | — |
| 2023 | $347,230 | $248,982 | $98,248 | — | — |
| 2022 | $256,397 | $176,820 | $79,577 | — | — |