Plan Snapshot
- Plan Sponsor: Conklin Metal Industries, INC.
- Sponsor EIN: 580203580
- Sponsor Address: 684 ANTONE STREET NW, SUITE 100, ATLANTA, GA, 30318
- Plan Type: 401(k)
- Total Participants: 317
- Total Assets: $24.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 317 | $24.3M | $1.8M | $1.2M |
| 2023 | 287 | $20.1M | $1.8M | $1.0M |
| 2022 | 230 | $15.9M | $1.6M | $874,719 |
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 |
|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $42,154 | — | $42,154 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $23,281 | — | $23,281 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $16,790 | — | $16,790 |
| RESOURCES INVESTMENT ADVISORS, LLC | INVESTMENT MGMT | $6,483 | — | $6,483 |
| SMITH & HOWARD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $88,708
- Estimated Expense Ratio: 0.365% 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 | $88,708 | $65,427 | — | — | — |
| 2023 | $63,186 | $38,526 | — | — | — |
| 2022 | $52,851 | — | $52,851 | — | — |