Plan Snapshot
- Plan Sponsor: Children'S Healthcare Of Atlanta Cardiology, INC
- Sponsor EIN: 581871713
- Sponsor Address: 2970 BRANDYWINE RD, ATLANTA, GA, 30341
- Plan Type: 401(k)
- Total Participants: 323
- Total Assets: $89.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 323 | $89.3M | $3.1M | $2.7M |
| 2023 | 309 | $77.9M | $2.9M | $2.5M |
| 2022 | 296 | $63.5M | $2.9M | $2.3M |
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 |
|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES | RECORDKEEPER | $45,958 | — | $45,958 |
| BENNETT THRASHER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BENNETT THRASHER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,958
- Estimated Expense Ratio: 0.051% 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 | $55,272 | — | $4,631 | — | — |
| 2023 | $42,759 | — | $4,294 | — | — |
| 2022 | $39,795 | — | — | — | $39,795 |