Plan Snapshot
- Plan Sponsor: Evans General Contractors, LLC
- Sponsor EIN: 582602425
- Sponsor Address: 3050 NORTHWINDS PARKWAY SUITE 200, ALPHARETTA, GA, 30009
- Plan Type: 401(k)
- Total Participants: 408
- Total Assets: $32.8M
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 | 408 | $32.8M | $3.5M | $3.2M |
| 2023 | 329 | $21.7M | $3.0M | $2.4M |
| 2022 | 288 | $15.0M | $1.9M | $2.0M |
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 |
|---|---|---|---|---|
| MAPLE CAPITAL MANAGEMENT INC | Investment Advisor | $36,403 | — | $36,403 |
| THE FINWAY GROUP LLC | Other Service Provider | $30,785 | — | $30,785 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $16,247 | — | $16,247 |
| LEAFHOUSE FINANCIAL ADVISORS, LLC | Other Service Provider | $13,355 | — | $13,355 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $6,426 | — | $6,426 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $103,216
- Estimated Expense Ratio: 0.315% 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 | $9,089 | — | — | — | — |
| 2023 | $34,624 | $30,684 | — | — | — |
| 2022 | $64,247 | — | — | — | — |