# Georgia Society Of Certified Public Accountants' Group Insurance Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/georgia-society-of-certified-public-accountants-group-insurance-trust-586152277-501

> Georgia Society Of Certified Public Accountants' Group Insurance Trust's Health & Welfare plan: 676 participants, plan year 2024 financials, providers, and b…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Georgia Society Of Certified Public Accountants' Group Insurance Trust

- **Sponsor EIN:** 586152277

- **Sponsor Address:** 5405 WINDWARD PKWY, ALPHARETTA, GA, 30004

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 676

- **Total Assets:** $1.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **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|676|$1.1M|$0|$0|

| 2023|678|$998,124|$0|$0|

| 2022|751|$923,666|$0|$0|

## 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|

| BAKER TILLY US, LLP|Auditor|$22,000|—|$22,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $22,000

- **Estimated Expense Ratio:** 1.974% 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|$288,545|$7,947|$252,337|$22,000|—|

| 2023|$211,730|$7,355|$177,639|$19,450|—|

| 2022|$276,149|$7,157|$243,415|—|$25,577|

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