Plan Snapshot
- Plan Sponsor: Contemporary Marketing Group, In
- Sponsor EIN: 593142747
- Sponsor Address: 6720 MCEVER ROAD, BUFORD, GA, 30518
- Plan Type: 401(k)
- Total Participants: 109
- Total Assets: $2.7M
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 | 109 | $2.7M | $158,241 | $245,144 |
| 2023 | 107 | $2.4M | $143,386 | $211,505 |
| 2022 | 125 | $2.1M | $154,237 | $223,485 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $16,549 | — | $16,549 |
| AGL CPA GROUP LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- AGL CPA GROUP LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,549
- Estimated Expense Ratio: 0.618% 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 | $16,549 | — | — | — | — |
| 2023 | $4,410 | — | — | — | — |
| 2022 | $4,547 | — | — | — | — |