Plan Snapshot
- Plan Sponsor: Capital City Home Loans
- Sponsor EIN: 205356781
- Sponsor Address: 50 CHASTAIN CENTER BLVD, KENNESAW, GA, 30144
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 166 | $17.3M | $449,120 | $1.2M |
| 2023 | 178 | $17.2M | $469,613 | $1.4M |
| 2022 | 200 | $13.5M | $585,451 | $1.4M |
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 |
|---|---|---|---|---|
| RICHEY MAY & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RICHEY MAY & COMPANY — 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 |
|---|---|---|---|---|---|
| 2025 | $8,133 | $7,933 | $200 | — | — |
| 2024 | $156,274 | $109,741 | $46,533 | — | — |
| 2023 | $114,536 | $83,393 | $31,143 | — | — |
| 2022 | $103,887 | $75,528 | $28,359 | — | — |