Plan Snapshot
- Plan Sponsor: Heely-Brown Company, INC.
- Sponsor EIN: 580534179
- Sponsor Address: 1280 CHATTAHOOCHEE AVE, ATLANTA, GA, 30318
- Plan Type: 401(k)
- Total Participants: 136
- Total Assets: $11.0M
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 | 136 | $11.0M | $159,741 | $474,952 |
| 2023 | 130 | $10.5M | $176,025 | $503,189 |
| 2022 | 130 | $8.9M | $163,184 | $456,169 |
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 |
|---|---|---|---|---|
| CRI CARR RIGS & INGRAM | 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 | $37,379 | $5,447 | — | — | — |
| 2023 | $32,516 | $4,604 | — | — | — |
| 2022 | $35,089 | $4,819 | $30,270 | — | — |