Plan Snapshot
- Plan Sponsor: East West Manufacturing LLC
- Sponsor EIN: 582624670
- Sponsor Address: 4170 ASHFORD DUNWOODY RD NE, ATLANTA, GA, 30319
- Plan Type: 401(k)
- Total Participants: 390
- Total Assets: $28.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 390 | $28.8M | $757,780 | $2.6M |
| 2023 | 673 | $29.3M | $832,204 | $2.7M |
| 2022 | 670 | $22.3M | $784,091 | $2.5M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $64,554 | — | $64,554 |
| NORTHWESTERN MUTUAL WEALTH MGMT CO | ADVISOR | $57,833 | — | $57,833 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $12,205 | — | $12,205 |
| JASON UNDERWOOD CPA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- NORTHWESTERN MUTUAL WEALTH MGMT CO — ADVISOR
- STRATEGIC ADVISORS, INC. — ADVISOR
- JASON UNDERWOOD CPA, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $134,592
- Estimated Expense Ratio: 0.467% of plan assets
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 | $134,592 | $70,038 | — | — | — |
| 2023 | $125,061 | $57,497 | $1,200 | $13,900 | — |
| 2022 | $100,759 | $9,946 | — | — | — |