Plan Snapshot
- Plan Sponsor: Georgia Rehabilitation Institute, INC.
- Sponsor EIN: 581705662
- Sponsor Address: 523 13TH STREET, AUGUSTA, GA, 30901
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 16
- Total Assets: $10.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 16 | $10.4M | $27,466 | $42,752 |
| 2023 | 14 | $10.8M | $29,847 | $36,259 |
| 2022 | 17 | $11.0M | $27,026 | $43,660 |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | 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 | $2,698 | — | $2,698 | — | — |
| 2023 | $2,489 | — | $2,489 | — | — |
| 2022 | $2,203 | — | $2,203 | — | — |