Plan Snapshot
- Plan Sponsor: Fox-Rowden-Mcbrayer, LLC
- Sponsor EIN: 581051947
- Sponsor Address: 2323 BROWN RD. BLDG. 100, STE 130, BUFORD, GA, 30519
- Plan Type: 401(k)
- Total Participants: 200
- Total Assets: $21.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 200 | $21.2M | $413,216 | $1.2M |
| 2023 | 115 | $19.0M | $315,050 | $891,602 |
| 2022 | 109 | $15.4M | $365,968 | $867,604 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — 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 | $13,903 | $39,389 | — | — | — |
| 2023 | $13,663 | $33,489 | — | — | — |
| 2022 | $19,690 | — | — | — | — |