Plan Snapshot
- Plan Sponsor: Capital City Club
- Sponsor EIN: 580182880
- Sponsor Address: 53 W BROOKHAVEN DR, ATLANTA, GA, 303191101
- Plan Type: 401(k)
- Total Participants: 221
- Total Assets: $16.1M
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 | 221 | $16.1M | $368,509 | $912,077 |
| 2023 | 222 | $14.3M | $350,178 | $868,378 |
| 2022 | 214 | $12.1M | $315,093 | $775,946 |
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 |
|---|---|---|---|---|
| FRAZIER & DEETER, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FRAZIER & DEETER, 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 | $3,350 | — | $3,350 | — | — |
| 2023 | $2,950 | — | $2,950 | — | — |
| 2022 | $3,019 | — | $3,019 | — | — |