Plan Snapshot
- Plan Sponsor: Greenberg Farrow Architecture Incorporated
- Sponsor EIN: 581276961
- Sponsor Address: 1230 PEACHTREE STREET NE, ATLANTA, GA, 303093404
- Plan Type: 401(k)
- Total Participants: 244
- Total Assets: $67.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 244 | $67.3M | $1.3M | $2.3M |
| 2023 | 265 | $60.7M | $1.2M | $2.1M |
| 2022 | 251 | $55.0M | $966,889 | $1.6M |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | INVESTMENT ADVISORY | $65,415 | $18 | $65,433 |
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $41,066 | — | $41,066 |
| WINDHAM BRANNON, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC — INVESTMENT ADVISORY
- WINDHAM BRANNON, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $106,499
- Estimated Expense Ratio: 0.158% 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 | $106,490 | $65,424 | $41,066 | — | — |
| 2023 | $90,242 | $56,006 | $34,236 | — | — |
| 2022 | $174,580 | $58,349 | $44,071 | — | — |