Plan Snapshot
- Plan Sponsor: H.J. Russell & Company
- Sponsor EIN: 580829071
- Sponsor Address: 171 17TH STREET NW, ATLANTA, GA, 30363
- Plan Type: 401(k)
- Total Participants: 1,362
- Total Assets: $36.0M
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 | 1,362 | $36.0M | $1.3M | $3.3M |
| 2023 | 1,533 | $29.0M | $772,005 | $2.8M |
| 2022 | 1,148 | $23.4M | $678,890 | $2.5M |
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 |
|---|---|---|---|---|
| WINDHAM BRANNON, LLC | Auditor | $7,000 | — | $7,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINDHAM BRANNON, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,000
- Estimated Expense Ratio: 0.019% 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 | $80,111 | $25,000 | $48,111 | $7,000 | — |
| 2023 | $79,779 | $25,000 | $29,714 | $25,065 | — |
| 2022 | $81,562 | — | $81,562 | — | — |