# Holbrook Life Management LLC 401(k) Plan
Source: https://planprovider.pro/companies/holbrook-life-management-llc-401k-plan

> Holbrook Life Management LLC's 401(k) plan: 730 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Holbrook Life Management LLC

- **Sponsor EIN:** 300965050

- **Sponsor Address:** 48 OLD ROSWELL ST, ALPHARETTA, GA, 300097908

- **Plan Type:** 401(k)

- **Total Participants:** 730

- **Total Assets:** $1.4M

## 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|730|$1.4M|$0|$397,701|

| 2023|826|$1.2M|$0|$415,123|

| 2022|777|$952,700|$0|$404,009|

## 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|

| PAYCHEX, INC.|RECORDKEEPER|$7,275|—|$7,275|

| MERRILL LYNCH, PIERCE, FENNER|INVESTMENT ADVISORY PLAN|$6,080|—|$6,080|

| FRAZIER & DEETER LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PAYCHEX, INC.](https://planprovider.pro/provider/paychex) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $13,355

- **Estimated Expense Ratio:** 0.937% 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|$14,418|$6,080|$7,378|—|—|

| 2023|$11,290|$4,737|$6,233|—|—|

| 2022|$8,926|$3,755|$5,171|—|—|

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