Plan Snapshot
- Plan Sponsor: Constangy, Brooks, Smith & Prophete LLP
- Sponsor EIN: 580616335
- Sponsor Address: 230 PEACHTREE ST. NW, ATLANTA, GA, 303031557
- Plan Type: 401(k)
- Total Participants: 427
- Total Assets: $96.3M
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 | 427 | $96.3M | $1.8M | $3.4M |
| 2023 | 459 | $87.0M | $1.6M | $3.2M |
| 2022 | 394 | $78.7M | $1.6M | $2.5M |
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 |
|---|---|---|---|---|
| CARR, RIGGS & INGRAM, L.L.C | Auditor | — | — | $0 |
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 | $17,860 | — | $17,860 | — | — |
| 2023 | $67,749 | — | $67,749 | — | — |
| 2022 | $4,060 | — | $4,060 | — | — |