Plan Snapshot
- Plan Sponsor: Georgia Pain And Wellness Center, LLC
- Sponsor EIN: 462591194
- Sponsor Address: 455 PHILIP BOULEVARD,, LAWRENCEVILLE, GA, 30046
- Plan Type: 401(k)
- Total Participants: 406
- Total Assets: $5.1M
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 | 406 | $5.1M | $473,305 | $660,366 |
| 2023 | 299 | $3.6M | $235,432 | $539,729 |
| 2022 | 254 | $2.4M | $193,479 | $326,827 |
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 |
|---|---|---|---|---|
| CANNON FINANCIAL STRATEGISTS | SERVICE PROVIDER | — | $19,937 | $19,937 |
| DOEREN MAYHEW ASSURANCE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DOEREN MAYHEW ASSURANCE — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,937
- Estimated Expense Ratio: 0.394% 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 | $7,850 | — | $7,750 | — | — |
| 2023 | $1,849 | — | — | — | — |
| 2022 | $1,345 | — | — | — | — |