Plan Snapshot
- Plan Sponsor: Gallivan, White & Boyd, P.A.
- Sponsor EIN: 570564097
- Sponsor Address: PO BOX 10589, GREENVILLE, SC, 29603
- Plan Type: DC
- Total Participants: 120
- Total Assets: $47.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 120 | $47.6M | $500,000 | $1.1M |
| 2023 | 112 | $46.4M | $444,089 | $999,302 |
| 2022 | 111 | $39.0M | $648,660 | $988,855 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS 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 | $2,101 | — | — | — | — |
| 2023 | $1,500 | — | — | — | — |
| 2022 | $1,450 | — | — | — | — |