Plan Snapshot
- Plan Sponsor: Exhibitus, INC.
- Sponsor EIN: 261101415
- Sponsor Address: 5361 ROYAL WOOD PKWY, TUCKER, GA, 30084
- Plan Type: 401(k)
- Total Participants: 116
- Total Assets: $7.6M
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 | 116 | $7.6M | $273,483 | $731,759 |
| 2023 | 136 | $5.9M | $232,848 | $652,799 |
| 2022 | 0 | $4.7M | $188,530 | $551,459 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $26,592 | — | $26,592 |
| MORGAN STANLEY SMITH BARNEY LLC | BROKER/ADVISER | — | $10,274 | $10,274 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,866
- Estimated Expense Ratio: 0.487% 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 | $29,827 | $103 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |