Plan Snapshot
- Plan Sponsor: King & Spalding LLP
- Sponsor EIN: 580520153
- Sponsor Address: 1180 PEACHTREE ST NE, ATLANTA, GA, 303093521
- Plan Type: 401(k)
- Total Participants: 2,071
- Total Assets: $1.3B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 2,071 | $1.3B | $20.6M | $42.3M |
| 2023 | 1,967 | $1.1B | $19.8M | $39.8M |
| 2022 | 1,984 | $899.8M | $19.9M | $36.3M |
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 |
|---|---|---|---|---|
| ZWJ INVESTMENT COUNSEL INC | Other Service Provider | $228,068 | — | $228,068 |
| SIGNATUREFD LLC | Other Service Provider | $218,606 | — | $218,606 |
| SCHWAB RETIREMENT PLAN SERVICES INC | Recordkeeper | $190,305 | — | $190,305 |
| FIDUCIENT ADVISORS LLC | Other Service Provider | $73,318 | — | $73,318 |
| ACADEMY CAPITAL MANAGEMENT | Other Service Provider | $54,632 | — | $54,632 |
| CIBC PRIVATE WEALTH ADVISORS I | Other Service Provider | $48,070 | — | $48,070 |
| HB WEALTH MANAGEMENT LLC | Other Service Provider | $36,487 | — | $36,487 |
| MORGAN STANLEY SMITH BARNEY | Recordkeeper | $33,886 | — | $33,886 |
| AVIDIAN WEALTH ENTERPRISES LLC | Other Service Provider | $31,729 | — | $31,729 |
| FCA CORP | Other Service Provider | $30,761 | — | $30,761 |
| ENVESTNET ASSET MANAGEMENT INC | Other Service Provider | $15,142 | — | $15,142 |
| LMCG INVESTMENTS LLC | Other Service Provider | $14,014 | — | $14,014 |
| NICHOLAS HOFFMAN & COMPANY LLC | Other Service Provider | $12,747 | — | $12,747 |
| CHARLES SCHWAB & CO., INC. | Recordkeeper | $8,474 | — | $8,474 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES INC — Recordkeeper
- MORGAN STANLEY SMITH BARNEY — Recordkeeper
- CHARLES SCHWAB & CO., INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $996,239
- Estimated Expense Ratio: 0.078% 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 | $999,718 | $873,514 | — | — | — |
| 2023 | $952,037 | $821,359 | — | — | — |
| 2022 | $1,002,204 | $823,998 | — | — | — |