Plan Snapshot
- Plan Sponsor: C4 Planning Solutions, LLC
- Sponsor EIN: 582539411
- Sponsor Address: 4914 DEANS BRIDGE ROAD, BLYTHE, GA, 30805
- Plan Type: DC
- Total Participants: 108
- Total Assets: $7.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 108 | $7.1M | $210,646 | $358,388 |
| 2023 | 107 | $6.4M | $214,715 | $355,427 |
| 2022 | 263 | $5.1M | $207,957 | $354,408 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $14,758 | — | $14,758 |
| ANDERSON, ADKINS & CO CPAS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,758
- Estimated Expense Ratio: 0.207% of plan assets
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 | $14,758 | — | $14,758 | — | — |
| 2023 | $12,320 | — | $12,320 | — | — |
| 2022 | $11,618 | — | $11,618 | — | — |