Plan Snapshot
- Plan Sponsor: Iatse Atlanta Annuity Trust Board Of Trustees
- Sponsor EIN: 582436601
- Sponsor Address: 661 N. ERICSON ROAD, CORDOVA, TN, 380180006
- Plan Type: DC
- Total Participants: 581
- Total Assets: $3.8M
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 | 581 | $3.8M | $0 | $0 |
| 2023 | 661 | $3.3M | $0 | $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 |
|---|---|---|---|---|
| STEVEN D EISENBERG CPA P.A. | Auditor | $10,576 | — | $10,576 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,576
- Estimated Expense Ratio: 0.277% 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 | $85,779 | $19,556 | $49,500 | $10,576 | — |
| 2023 | $88,075 | $16,546 | $54,000 | — | $10,520 |