Plan Snapshot
- Plan Sponsor: Drew Eckl & Farnham LLP
- Sponsor EIN: 581498894
- Sponsor Address: 303 PEACHTREE STREET, SUITE 3500, ATLANTA, GA, 30308
- Plan Type: DC
- Total Participants: 95
- Total Assets: $30.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 95 | $30.3M | $603,197 | $298,861 |
| 2023 | 105 | $32.7M | $719,693 | $280,056 |
| 2022 | 120 | $36.1M | $615,108 | $409,659 |
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 |
|---|---|---|---|---|
| CARR, RIGGS & INGRAM, 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 | $35,551 | $35,551 | — | — | — |
| 2023 | $33,955 | $33,955 | — | — | — |
| 2022 | $37,055 | $37,055 | — | — | — |