Plan Snapshot
- Plan Sponsor: Campbell & Brannon LLC
- Sponsor EIN: 582378335
- Sponsor Address: 5565 GLENRIDGE CONNECTOR, ATLANTA, GA, 30342
- Plan Type: 401(k)
- Total Participants: 100
- Total Assets: $6.0M
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 | 100 | $6.0M | $0 | $654,906 |
| 2023 | 118 | $5.3M | $0 | $636,435 |
| 2022 | 149 | $4.6M | $0 | $656,298 |
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 |
|---|---|---|---|---|
| SYMPHONA LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SYMPHONA LLP — 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 | $1,100 | — | $950 | — | — |
| 2023 | $13,566 | — | $13,466 | — | — |
| 2022 | $1,300 | — | — | — | — |