Plan Snapshot
- Plan Sponsor: Carithers-Wallace-Courtenay, LLC
- Sponsor EIN: 582576531
- Sponsor Address: 4343 NORTHEAST EXPRESSWAY, ATLANTA, GA, 30340
- Plan Type: 401(k)
- Total Participants: 103
- Total Assets: $12.8M
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 | 103 | $12.8M | $265,306 | $749,515 |
| 2023 | 104 | $12.2M | $199,996 | $661,552 |
| 2022 | 92 | $10.0M | $25,000 | $525,678 |
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 |
|---|---|---|---|---|
| WINDHAM BRANNON | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINDHAM BRANNON — 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 | $69,335 | $29,047 | — | — | — |
| 2023 | $51,774 | $20,233 | — | — | — |
| 2022 | $87,545 | — | — | — | $87,545 |