Plan Snapshot
- Plan Sponsor: Liberty House Restaurant Corporation
- Sponsor EIN: 581505961
- Sponsor Address: 3150 PIEDMONT ROAD NE, ATLANTA, GA, 30305
- Plan Type: 401(k)
- Total Participants: 202
- Total Assets: $11.0M
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 | 202 | $11.0M | $209,681 | $597,647 |
| 2023 | 187 | $10.5M | $196,215 | $573,488 |
| 2022 | 191 | $9.1M | $176,301 | $495,548 |
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 |
|---|---|---|---|---|
| SMITH & HOWARD, PC | 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 | $14,490 | — | $14,490 | — | — |
| 2023 | $90,410 | — | $90,410 | — | — |
| 2022 | $72,279 | — | — | — | $72,279 |