Plan Snapshot
- Plan Sponsor: Frazier & Deeter, LLC
- Sponsor EIN: 581433845
- Sponsor Address: 1230 PEACHTREE STREET, SUITE 1500, ATLANTA, GA, 303093504
- Plan Type: 401(k)
- Total Participants: 484
- Total Assets: $95.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 484 | $95.4M | $3.3M | $5.2M |
| 2023 | 469 | $84.6M | $2.9M | $4.5M |
| 2022 | 400 | $67.6M | $2.6M | $3.8M |
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 |
|---|---|---|---|---|
| RUSHTON, LLC | 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 | $10,261 | — | $300 | — | — |
| 2023 | $11,453 | — | $11,453 | — | — |
| 2022 | $16,044 | — | $16,044 | — | — |