Plan Snapshot
- Plan Sponsor: Examworks, LLC
- Sponsor EIN: 261114252
- Sponsor Address: 3280 PEACHTREE ROAD, ATLANTA, GA, 30305
- Plan Type: 401(k)
- Total Participants: 2,766
- Total Assets: $89.9M
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 | 2,766 | $89.9M | $0 | $6.8M |
| 2023 | 2,530 | $79.6M | $0 | $6.6M |
| 2022 | 2,433 | $65.3M | $0 | $6.1M |
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 | $144,735 | — | $144,735 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $15,481 | — | $15,481 |
| WINDHAM BRANNON, LLC | ACCOUNTANT/AUDITOR | $7,000 | — | $7,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- WINDHAM BRANNON, LLC — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $167,216
- Estimated Expense Ratio: 0.186% 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 | $167,216 | $15,481 | — | $7,000 | — |
| 2023 | $160,649 | $10,035 | $1,650 | — | — |
| 2022 | $184,141 | $7,769 | — | — | — |