Plan Snapshot
- Plan Sponsor: Fordharrison LLP
- Sponsor EIN: 581314995
- Sponsor Address: 271 17TH STREET, NW, ATLANTA, GA, 30363
- Plan Type: 401(k)
- Total Participants: 159
- Total Assets: $52.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 159 | $52.1M | $1.9M | $1.6M |
| 2023 | 154 | $45.5M | $1.7M | $1.5M |
| 2022 | 154 | $38.1M | $1.7M | $1.3M |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | Investment Advisor | $90,162 | — | $90,162 |
| TRANSAMERICA RET. SOL., LLC | Recordkeeper | $31,350 | — | $31,350 |
| FUTUREPLAN BY ASCENSUS | Recordkeeper | $9,354 | — | $9,354 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC — Investment Advisor
- TRANSAMERICA RET. SOL., LLC — Recordkeeper
- FUTUREPLAN BY ASCENSUS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $130,866
- Estimated Expense Ratio: 0.251% 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 | $119,793 | $90,162 | — | — | — |
| 2023 | $86,411 | $45,990 | $40,421 | — | — |
| 2022 | $15,643 | — | $15,643 | — | — |