Plan Snapshot
- Plan Sponsor: Docufree Corporation
- Sponsor EIN: 582483016
- Sponsor Address: 1775 FOUNDERS PKWY, ALPHARETTA, GA, 30009
- Plan Type: 401(k)
- Total Participants: 387
- Total Assets: $6.2M
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 | 387 | $6.2M | $260,644 | $474,257 |
| 2023 | 432 | $5.2M | $200,617 | $360,586 |
| 2022 | 195 | $3.4M | $153,194 | $279,046 |
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 |
|---|---|---|---|---|
| WARREN AVERETT | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WARREN AVERETT — Auditor
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 | $13,114 | — | — | — | — |
| 2023 | $6,925 | — | — | — | — |
| 2022 | $6,257 | — | — | — | $6,257 |