Plan Snapshot
- Plan Sponsor: Firstkey Homes LLC
- Sponsor EIN: 611766648
- Sponsor Address: 600 GALLERIA PARKWAY, SUITE 300, ATLANTA, GA, 30339
- Plan Type: 401(k)
- Total Participants: 836
- Total Assets: $28.2M
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 | 836 | $28.2M | $2.2M | $4.3M |
| 2023 | 740 | $21.0M | $2.3M | $4.2M |
| 2022 | 877 | $14.3M | $2.1M | $4.0M |
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 |
|---|---|---|---|---|
| SMITH AND HOWARD 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 | $93,628 | $22,101 | — | — | — |
| 2023 | $101,841 | $36,739 | — | — | — |
| 2022 | $63,625 | $9,575 | — | — | — |