Plan Snapshot
- Plan Sponsor: Carroll Management Group, LLC
- Sponsor EIN: 453091259
- Sponsor Address: 3340 PEACHTREE ROAD NE, ATLANTA, GA, 30326
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 0 | $0 | $259,694 | $498,335 |
| 2023 | 524 | $8.7M | $656,063 | $1.3M |
| 2022 | 714 | $6.8M | $563,996 | $1.2M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $35,330 | — | $35,330 |
| ACG WEALTH | NONE | $24,000 | — | $24,000 |
| HIGHLANDS ACCOUNTING GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,330
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 | $17,256 | $9,707 | $7,549 | — | — |
| 2023 | $29,665 | $12,000 | $17,665 | — | — |
| 2022 | $39,662 | $12,000 | $27,662 | — | — |