Plan Snapshot
- Plan Sponsor: Easter Seals Southern Georgia
- Sponsor EIN: 581915733
- Sponsor Address: 1906 PALMYRA RD, ALBANY, GA, 31701
- Plan Type: DC
- Plan Number: 001
- Total Participants: 160
- Total Assets: $1.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 160 | $1.2M | $72,769 | $176,963 |
| 2023 | 168 | $936,543 | $35,417 | $153,630 |
| 2022 | 227 | $669,364 | $56,375 | $150,182 |
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 |
|---|---|---|---|---|
| DRAFFIN & TUCKER, LLP | 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 | $2,897 | — | — | — | — |
| 2023 | $3,862 | — | $3,562 | — | — |
| 2022 | $2,753 | — | — | — | — |