Plan Snapshot
- Plan Sponsor: Division 5, LLC.
- Sponsor EIN: 832303135
- Sponsor Address: 2650 STRAWN RD, WINSTON, GA, 30187
- Plan Type: 401(k)
- Total Participants: 102
- Total Assets: $6.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 102 | $6.9M | $714,516 | $329,007 |
| 2023 | 115 | $5.4M | $598,880 | $292,770 |
| 2022 | 99 | $4.4M | $163,600 | $191,317 |
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 |
|---|---|---|---|---|
| ROBINSON, GRIMES COMPANY PC | 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 | $24,056 | — | $24,056 | — | — |
| 2023 | $18,478 | — | $18,478 | — | — |
| 2022 | $37,314 | — | — | — | $37,314 |