Plan Snapshot
- Plan Sponsor: E.G.O North America, INC.
- Sponsor EIN: 363100025
- Sponsor Address: 83 HILLWOOD CIRCLE, NEWNAN, GA, 30263
- Plan Type: 401(k)
- Total Participants: 78
- Total Assets: $12.6M
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 | 78 | $12.6M | $237,981 | $398,852 |
| 2023 | 116 | $12.6M | $227,155 | $379,253 |
| 2022 | 114 | $12.5M | $279,879 | $466,616 |
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 |
|---|---|---|---|---|
| VENNING & COMPANY, 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 | $90,238 | $90,238 | — | — | — |
| 2023 | $90,861 | $90,861 | — | — | — |
| 2022 | $106,818 | — | $106,818 | — | — |