Plan Snapshot
- Plan Sponsor: Foy & Associates, PC
- Sponsor EIN: 383687296
- Sponsor Address: 3343 PEACHTREE ROAD NE, SUITE 350, ATLANTA, GA, 30326
- Plan Type: 401(k)
- Total Participants: 152
- Total Assets: $10.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 152 | $10.9M | $484,407 | $990,333 |
| 2023 | 158 | $8.6M | $426,584 | $904,104 |
| 2022 | 148 | $5.8M | $313,326 | $723,284 |
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 |
|---|---|---|---|---|
| KELLEY SAMONS TOOL & ELLISON, LLP | 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 | $16,435 | $16,210 | — | — | — |
| 2023 | $23,360 | $20,484 | $1,346 | — | — |
| 2022 | $17,971 | — | $17,971 | — | — |