Plan Snapshot
- Plan Sponsor: Fortson-Peek Company, INC.
- Sponsor EIN: 581086766
- Sponsor Address: 4600 PEEK INDUSTRIAL DRIVE, COLUMBUS, GA, 31909
- Plan Type: 401(k)
- Total Participants: 341
- Total Assets: $8.0M
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 | 341 | $8.0M | $506,229 | $824,253 |
| 2023 | 316 | $7.2M | $227,654 | $799,758 |
| 2022 | 302 | $6.1M | $218,354 | $747,935 |
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 |
|---|---|---|---|---|
| ROBINSON, GRIMES, & COMPANY 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 | $43,966 | — | — | — | — |
| 2023 | $35,461 | $462 | — | — | — |
| 2022 | $35,040 | — | — | — | — |