Plan Snapshot
- Plan Sponsor: Halocarbon Products Corporation
- Sponsor EIN: 221492756
- Sponsor Address: 6525 THE CORNERS PARKWAY, PEACHTREE CORNERS, GA, 30092
- Plan Type: DB
- Total Participants: 53
- Total Assets: $12.4M
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 | 53 | $12.4M | $1.6M | $0 |
| 2023 | 59 | $10.0M | $610,476 | $0 |
| 2022 | 69 | $8.6M | $390,575 | $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 |
|---|---|---|---|---|
| DIVERSIFIED TRUST COMPANY | NONE | $5,187 | — | $5,187 |
| CHERRY BEKAERT LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,187
- Estimated Expense Ratio: 0.042% 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 | $5,187 | $5,187 | — | — | — |
| 2023 | $4,573 | — | — | — | — |
| 2022 | $5,429 | $5,429 | — | — | — |