Plan Snapshot
- Plan Sponsor: Huff, Powell & Bailey, LLC
- Sponsor EIN: 900085645
- Sponsor Address: 999 PEACHTREE ST., N.E. SUITE 950, ATLANTA, GA, 30309
- Plan Type: 401(k)
- Total Participants: 151
- Total Assets: $23.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 151 | $23.1M | $729,927 | $1.1M |
| 2023 | 127 | $19.0M | $470,944 | $801,049 |
| 2022 | 102 | $14.6M | $498,105 | $736,995 |
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 |
|---|---|---|---|---|
| MOORE COLSON & COMPANY, PC | 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 | $63,672 | $61,642 | — | — | — |
| 2023 | $72,588 | — | $72,588 | — | — |
| 2022 | $66,874 | — | $66,874 | — | — |