Plan Snapshot
- Plan Sponsor: Hall Booth Smith PC
- Sponsor EIN: 581852659
- Sponsor Address: 191 PEACHTREE STREET, NE, ATLANTA, GA, 30303
- Plan Type: 401(k)
- Total Participants: 724
- Total Assets: $93.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 724 | $93.4M | $3.9M | $5.2M |
| 2023 | 669 | $79.3M | $1.3M | $4.9M |
| 2022 | 647 | $64.1M | $1.2M | $4.4M |
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 |
|---|---|---|---|---|
| ROEDL LANGFORD DE KOCK 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 | $1,525 | — | — | — | — |
| 2023 | $1,360 | — | — | — | — |
| 2022 | $16,410 | — | — | — | — |