# James-Bates-Brannan-Groover LLP 401(k) Plan
Source: https://planprovider.pro/companies/james-bates-brannan-groover-llp-401k-plan

> James-Bates-Brannan-Groover LLP's 401(k) plan: 113 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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 &AMP|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|—|—|

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