Plan Snapshot
- Plan Sponsor: Fortune-Johnson LLC
- Sponsor EIN: 862115392
- Sponsor Address: 3740 DAVINCI COURT 220, PEACHTREE CORNERS, GA, 30092
- Plan Type: 401(k)
- Total Participants: 137
- Total Assets: $13.2M
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 | 137 | $13.2M | $723,103 | $1.4M |
| 2023 | 118 | $10.8M | $673,351 | $1.4M |
| 2022 | 127 | $7.3M | $751,754 | $1.4M |
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 & 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 | $27,052 | $2,484 | $1,196 | — | — |
| 2023 | $28,367 | $2,168 | $1,164 | — | — |
| 2022 | $263,593 | — | $23,317 | — | — |