Plan Snapshot
- Plan Sponsor: Childrens Healthcare Of Atlanta INC
- Sponsor EIN: 582367819
- Sponsor Address: 1575 NORTHEAST EXPRESSWAY, ATLANTA, GA, 30329
- Plan Type: DC
- Total Participants: 14,498
- Total Assets: $390.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 14,498 | $390.8M | $29.6M | $0 |
| 2023 | 12,290 | $344.0M | $27.3M | $0 |
| 2022 | 12,194 | $287.7M | $19.0M | $0 |
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 |
|---|---|---|---|---|
| FID INV INST OPS CO | RECORDKEEPER | $544,814 | — | $544,814 |
| STRATEGIC ADVISORS, INC. | INV. ADVISORY | $207,967 | — | $207,967 |
| BENNETT THRASHER, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FID INV INST OPS CO — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — INV. ADVISORY
- BENNETT THRASHER, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $752,781
- Estimated Expense Ratio: 0.193% 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 | $752,242 | $223,233 | — | — | — |
| 2023 | $674,248 | $176,024 | — | — | — |
| 2022 | $664,998 | $168,401 | — | — | — |