Plan Snapshot
- Plan Sponsor: Choate Construction Company
- Sponsor EIN: 581851823
- Sponsor Address: 8200 ROBERTS DRIVE, SUITE 600, ATLANTA, GA, 30350
- Plan Type: 401(k)
- Total Participants: 573
- Total Assets: $88.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 573 | $88.4M | $1,388 | $5.3M |
| 2023 | 563 | $77.2M | $706 | $5.1M |
| 2022 | 544 | $65.4M | $4,915 | $4.6M |
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 |
|---|---|---|---|---|
| HLB GROSS COLLINS, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HLB GROSS COLLINS, P.C. — Auditor
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 | $222,727 | $122,251 | $1,500 | — | — |
| 2023 | $151,853 | $19,357 | $300 | — | — |
| 2022 | $69,978 | $11,559 | — | — | — |