Plan Snapshot
- Plan Sponsor: Fisherbroyles, LLP
- Sponsor EIN: 562332885
- Sponsor Address: 945 EAST PACES FERRY ROAD NE, ATLANTA, GA, 30326
- Plan Type: 401(k)
- Total Participants: 306
- Total Assets: $15.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 306 | $15.1M | $149,765 | $1.2M |
| 2023 | 383 | $17.2M | $185,632 | $2.1M |
| 2022 | 426 | $13.3M | $214,196 | $2.1M |
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 |
|---|---|---|---|---|
| ORENDA RETIREMENT LLC | Recordkeeper | $27,598 | $34,821 | $62,419 |
| MORGAN STANLEY GLOBAL | Investment Advisor | $45,501 | — | $45,501 |
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $37,647 | — | $37,647 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY GLOBAL — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $145,567
- Estimated Expense Ratio: 0.965% 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 | $110,753 | $45,501 | $65,252 | — | — |
| 2023 | $141,770 | $42,238 | $99,532 | — | — |
| 2022 | $111,479 | $9,091 | $102,388 | — | — |