Plan Snapshot
- Plan Sponsor: Jim Ellis Atlanta, INC.
- Sponsor EIN: 581500444
- Sponsor Address: 5901 PEACHTREE INDUSTRIAL BOULEVARD, ATLANTA, GA, 30341
- Plan Type: 401(k)
- Total Participants: 1,353
- Total Assets: $62.4M
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 | 1,353 | $62.4M | $1.6M | $6.5M |
| 2023 | 1,271 | $53.1M | $0 | $6.0M |
| 2022 | 1,203 | $45.4M | $0 | $5.9M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | RECORDKEEPER | $97,015 | — | $97,015 |
| ONEDIGITAL INVESTMENT ADVISORS | INVESTMENT ADVISORY - PL | $67,467 | — | $67,467 |
| FUTUREPLAN BY ASCENSUS | RECORDKEEPER | $54,750 | $67 | $54,817 |
| ROSS LANE & COMPANY LLC | AUDIT | $14,750 | — | $14,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS, — RECORDKEEPER
- ONEDIGITAL INVESTMENT ADVISORS — INVESTMENT ADVISORY - PL
- FUTUREPLAN BY ASCENSUS — RECORDKEEPER
- ROSS LANE & COMPANY LLC — AUDIT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $234,049
- Estimated Expense Ratio: 0.375% 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 | $234,031 | — | $234,031 | — | — |
| 2023 | $200,696 | — | $200,696 | — | — |
| 2022 | $179,046 | — | $179,046 | — | — |