Plan Snapshot
- Plan Sponsor: Fisher & Phillips LLP
- Sponsor EIN: 580619559
- Sponsor Address: 1200 ABERNATHY ROAD, ATLANTA, GA, 30309
- Plan Type: DC
- Total Participants: 1,304
- Total Assets: $396.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,304 | $396.8M | $15.9M | $12.3M |
| 2023 | 1,127 | $334.1M | $13.5M | $10.5M |
| 2022 | 1,050 | $276.5M | $16.4M | $9.1M |
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 |
|---|---|---|---|---|
| WINDHAM BRANNON, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINDHAM BRANNON, LLC — Auditor
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 | $204,811 | — | $1,500 | — | — |
| 2023 | $108,116 | — | $1,500 | — | — |
| 2022 | $21,399 | — | — | — | — |