Plan Snapshot
- Plan Sponsor: Gregory M. Parker, INC.
- Sponsor EIN: 581808864
- Sponsor Address: 17 W MCDONOUGH STREET, SAVANNAH, GA, 31401
- Plan Type: 401(k)
- Total Participants: 810
- Total Assets: $5.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 810 | $5.8M | $461,277 | $779,488 |
| 2023 | 641 | $4.2M | $370,258 | $544,448 |
| 2022 | 387 | $3.5M | $268,202 | $447,237 |
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 | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $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 | $53,978 | $22,516 | $18,020 | — | — |
| 2023 | $43,275 | $19,373 | $11,815 | — | — |
| 2022 | $38,665 | $18,431 | — | — | $20,234 |