Plan Snapshot
- Plan Sponsor: Encompass Group, LLC
- Sponsor EIN: 582471437
- Sponsor Address: 615 MACON ROAD, MCDONOUGH, GA, 30253
- Plan Type: 401(k)
- Total Participants: 143
- Total Assets: $34.8M
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 | 143 | $34.8M | $174,063 | $651,494 |
| 2023 | 167 | $34.5M | $180,785 | $671,909 |
| 2022 | 234 | $32.8M | $218,869 | $741,260 |
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 |
|---|---|---|---|---|
| JA JOHNSON & CO PC | 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 | $23,295 | $302 | $300 | — | — |
| 2023 | $17,251 | — | — | — | — |
| 2022 | $20,808 | — | $20,808 | — | — |