# Examworks, LLC 401(k) Plan
Source: https://planprovider.pro/companies/examworks-llc-401k-plan

> Examworks, LLC's 401(k) plan: 2,766 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [WINDHAM BRANNON, LLC](https://planprovider.pro/provider/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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/examworks-llc-401k-plan)

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