Plan Snapshot
- Plan Sponsor: Cherokee Brick & Tile Company
- Sponsor EIN: 580190940
- Sponsor Address: 3250 WATERVILLE ROAD, MACON, GA, 31206
- Plan Type: 401(k)
- Total Participants: 359
- Total Assets: $7.6M
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 | 359 | $7.6M | $0 | $444,939 |
| 2023 | 340 | $7.5M | $0 | $437,047 |
| 2022 | 409 | $6.5M | $0 | $431,564 |
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 |
|---|---|---|---|---|
| HENDERSON, HUTCHERSON & MCCULLOUGH | 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 | $38,235 | — | — | — | — |
| 2023 | $54,346 | $496 | $14,421 | — | — |
| 2022 | $50,056 | — | $27,933 | — | $22,123 |