Plan Snapshot
- Plan Sponsor: Chattahoochee Enterprises LLC
- Sponsor EIN: 364760385
- Sponsor Address: 2355 LOG CABIN DRIVE, ATLANTA, GA, 30339
- Plan Type: 401(k)
- Total Participants: 41
- Total Assets: $15.6M
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 | 41 | $15.6M | $336,863 | $505,903 |
| 2023 | 39 | $14.5M | $302,945 | $413,359 |
| 2022 | 36 | $12.2M | $208,935 | $326,468 |
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 |
|---|---|---|---|---|
| BIRNBEREY MINSK MINSK & PERLING | Auditor | $15,470 | — | $15,470 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,470
- Estimated Expense Ratio: 0.099% of plan assets
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 | $41,756 | $19,727 | — | $15,470 | — |
| 2023 | $16,803 | $16,803 | — | — | — |
| 2022 | $23,796 | $17,416 | — | — | — |