# Campbell & Brannon LLC 401(k) Plan
Source: https://planprovider.pro/companies/campbell-brannon-llc-plan-001

> Campbell & Brannon LLC's 401(k) plan: 100 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|

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