# Jim Ellis Atlanta, INC. 401(k) Plan
Source: https://planprovider.pro/companies/jim-ellis-atlanta-inc-401k-plan

> Jim Ellis Atlanta, INC.'s 401(k) plan: 1,353 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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,](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [ONEDIGITAL INVESTMENT ADVISORS](https://planprovider.pro/provider/epic-retirement-plan-services) — INVESTMENT ADVISORY - PL

- [FUTUREPLAN BY ASCENSUS](https://planprovider.pro/provider/ascensus-llc) — RECORDKEEPER

- [ROSS LANE & COMPANY LLC](https://planprovider.pro/provider/ross-lane-and-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|—|—|

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