# Carithers-Wallace-Courtenay, LLC 401(k) Plan
Source: https://planprovider.pro/companies/carithers-wallace-courtenay-llc-401k-plan

> Carithers-Wallace-Courtenay, LLC's 401(k) plan: 103 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/windham-brannon-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|$69,335|$29,047|—|—|—|

| 2023|$51,774|$20,233|—|—|—|

| 2022|$87,545|—|—|—|$87,545|

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