Plan Snapshot
- Plan Sponsor: Georgia Crown Distributing Co.
- Sponsor EIN: 580551723
- Sponsor Address: 100 GEORGIA CROWN DRIVE, MCDONOUGH, GA, 30253
- Plan Type: 401(k)
- Total Participants: 1,016
- Total Assets: $57.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,016 | $57.3M | $1.2M | $3.1M |
| 2023 | 748 | $49.4M | $1.1M | $2.8M |
| 2022 | 727 | $40.9M | $896,708 | $2.8M |
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 |
|---|---|---|---|---|
| DOUGHERTY, MCKINNON & LUBY, 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 | $226,300 | — | $216,561 | — | — |
| 2023 | $205,878 | — | $190,177 | — | — |
| 2022 | $230,245 | — | — | — | — |