Plan Snapshot
- Plan Sponsor: Innerface Architectural Signage, INC.
- Sponsor EIN: 581131468
- Sponsor Address: 5849 PEACHTREE ROAD NE, ATLANTA, GA, 30341
- Plan Type: 401(k)
- Total Participants: 117
- Total Assets: $16.2M
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 | 117 | $16.2M | $27,198 | $553,355 |
| 2023 | 112 | $15.0M | $58,080 | $566,999 |
| 2022 | 108 | $12.5M | $71,822 | $501,370 |
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 |
|---|---|---|---|---|
| BLUECHIP WEALTH ADVISORS LLC | OTHER | $30,445 | — | $30,445 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $9,975 | — | $9,975 |
| BRADY, WARE & SCHOENFELD, INC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,420
- Estimated Expense Ratio: 0.250% 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 | $43,726 | $2,005 | — | — | — |
| 2023 | $61,193 | $25,543 | — | — | — |
| 2022 | $75,202 | $66,838 | $6,294 | — | — |