Plan Snapshot
- Plan Sponsor: Lewis M. Carter Manufacturing Company, INC.
- Sponsor EIN: 580939216
- Sponsor Address: PO BOX 428, HIGHWAY 84 WEST, DONALSONVILLE, GA, 39845
- Plan Type: 401(k)
- Total Participants: 150
- Total Assets: $5.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 150 | $5.5M | $216,532 | $450,574 |
| 2023 | 141 | $5.4M | $206,403 | $431,289 |
| 2022 | 162 | $4.5M | $202,529 | $391,123 |
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 |
|---|---|---|---|---|
| MAULDIN & JENKINS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MAULDIN & JENKINS, LLC — Auditor
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 | $51,176 | $18,429 | $18,683 | — | — |
| 2023 | $49,874 | $16,499 | $17,273 | — | — |
| 2022 | $53,456 | $16,193 | $27,623 | — | $9,640 |