Plan Snapshot
- Plan Sponsor: Cf Foundation, INC.
- Sponsor EIN: 581743909
- Sponsor Address: 830 GLENWOOD AVE. SE, ATLANTA, GA, 30316
- Plan Type: 401(k)
- Total Participants: 151
- Total Assets: $13.7M
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 | 151 | $13.7M | $322,769 | $418,315 |
| 2023 | 83 | $13.4M | $359,159 | $629,295 |
| 2022 | 194 | $12.6M | $333,583 | $567,584 |
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 AND DEETER | Auditor | — | — | $0 |
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 | $22,621 | — | — | — | — |
| 2023 | $21,685 | — | — | — | — |
| 2022 | $23,815 | — | — | — | — |