Plan Snapshot
- Plan Sponsor: Copeland, Stair, Valz & Lovell, LLP
- Sponsor EIN: 581478339
- Sponsor Address: 191 PEACHTREE STREET NE, SUITE 3600, ATLANTA, GA, 30303
- Plan Type: 401(k)
- Total Participants: 78
- Total Assets: $19.7M
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 | 78 | $19.7M | $375,268 | $527,729 |
| 2023 | 96 | $17.5M | $440,892 | $557,918 |
| 2022 | 96 | $16.4M | $413,555 | $595,571 |
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 |
|---|---|---|---|---|
| MOORE COLSON CPAS AND ADVISORS | 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 | $28,151 | $10,688 | — | — | — |
| 2023 | $75,472 | $52,819 | — | — | — |
| 2022 | $70,372 | — | — | — | — |