Plan Snapshot
- Plan Sponsor: Custard Insurance Adjusters, INC.
- Sponsor EIN: 351188325
- Sponsor Address: 4875 AVALON RIDGE PARKEAY, NORCROSS, GA, 30071
- Plan Type: 401(k)
- Total Participants: 812
- Total Assets: $45.9M
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. |
|---|---|---|---|---|
| 2024 | 812 | $45.9M | $917,619 | $2.9M |
| 2023 | 738 | $40.7M | $891,008 | $2.7M |
| 2022 | 689 | $33.9M | $831,431 | $2.4M |
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 |
|---|---|---|---|---|
| JARRARD, NOWELL & RUSSELL, LLC | 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 | $40,662 | $9,812 | $6,100 | — | — |
| 2023 | $21,919 | $9,004 | $4,125 | — | — |
| 2022 | $21,280 | — | — | — | — |