Plan Snapshot
- Plan Sponsor: Community Management Associates, INC.
- Sponsor EIN: 581920396
- Sponsor Address: 1465 NORTHSIDE DR. SUITE 128,, ATLANTA, GA, 303184220
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 288 | $9.2M | -$3,709 | $812,246 |
| 2023 | 349 | $8.3M | $3,835 | $776,806 |
| 2022 | 305 | $7.0M | $131,426 | $746,426 |
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 |
|---|---|---|---|---|
| TRUST ADVISORY SERVICES, INC. | Investment Advisor | — | $24,614 | $24,614 |
| ORENDA RETIREMENT LLC | Recordkeeper | $7,615 | $5,162 | $12,777 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,391
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 |
|---|---|---|---|---|---|
| 2025 | $1,125,191 | — | $3,524 | — | — |
| 2024 | $11,719 | — | $11,719 | — | — |
| 2023 | $6,413 | — | $6,413 | — | — |
| 2022 | $3,344 | — | $3,344 | — | — |