Plan Snapshot
- Plan Sponsor: James-Bates-Brannan-Groover LLP
- Sponsor EIN: 582472336
- Sponsor Address: 231 RIVERSIDE DRIVE, MACON, GA, 31201
- Plan Type: 401(k)
- Total Participants: 113
- Total Assets: $12.7M
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 | 113 | $12.7M | $525,649 | $1.0M |
| 2023 | 116 | $10.6M | $430,231 | $1.0M |
| 2022 | 109 | $8.4M | $395,074 | $908,165 |
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 |
|---|---|---|---|---|
| MCNAIR, MCLEMORE, MIDDLEBROOKS & | 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 | $66,736 | $43,580 | — | — | — |
| 2023 | $52,641 | $29,182 | — | — | — |
| 2022 | $49,384 | $13,201 | $36,183 | — | — |