Plan Snapshot
- Plan Sponsor: Freeman Mathis & Gary, LLP
- Sponsor EIN: 582288491
- Sponsor Address: 100 GALLERIA PARKWAY,, ATLANTA, GA, 30339
- Plan Type: 401(k)
- Total Participants: 399
- Total Assets: $40.0M
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 | 399 | $40.0M | $2.1M | $2.6M |
| 2023 | 319 | $27.8M | $1.6M | $2.1M |
| 2022 | 175 | $23.4M | $1.1M | $1.6M |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | Investment Advisor | $72,340 | — | $72,340 |
| TRANSAMERICA RETIREMENT SOLUTIONS, | Recordkeeper | $29,384 | — | $29,384 |
| FUTUREPLAN BY ASCENSUS | Recordkeeper | $13,475 | $42 | $13,517 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC — Investment Advisor
- TRANSAMERICA RETIREMENT SOLUTIONS, — Recordkeeper
- FUTUREPLAN BY ASCENSUS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $115,241
- Estimated Expense Ratio: 0.288% of plan assets
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 | $85,133 | — | $85,133 | — | — |
| 2023 | $55,387 | — | $55,387 | — | — |
| 2022 | $41,810 | — | — | — | — |