Plan Snapshot
- Plan Sponsor: Hawkins Parnell & Young, LLP
- Sponsor EIN: 580908407
- Sponsor Address: 303 PEACHTREE RD. NE #4000, ATLANTA, GA, 30308
- Plan Type: 401(k)
- Total Participants: 242
- Total Assets: $51.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 242 | $51.5M | $2.2M | $2.7M |
| 2023 | 294 | $46.2M | $2.3M | $2.6M |
| 2022 | 215 | $34.8M | $2.0M | $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 |
|---|---|---|---|---|
| TRANSAMERICA RET SOL LLC | Recordkeeper | $124,453 | — | $124,453 |
| MORGAN STANLEY GLOBAL BANKIN OPS | Investment Advisor | $70,041 | — | $70,041 |
| FUTUREPLAN BY ASCENSUS | Recordkeeper | $5,119 | — | $5,119 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RET SOL LLC — Recordkeeper
- MORGAN STANLEY GLOBAL BANKIN OPS — Investment Advisor
- FUTUREPLAN BY ASCENSUS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $199,613
- Estimated Expense Ratio: 0.387% 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 | $202,650 | — | — | — | — |
| 2023 | $159,966 | — | — | — | — |
| 2022 | $147,452 | $147,452 | — | — | — |