Plan Snapshot
- Plan Sponsor: Lord Aeck Sargent Planning And Design, INC.
- Sponsor EIN: 871174150
- Sponsor Address: 1175 PEACHTREE STREET, NE, ATLANTA, GA, 30361
- Plan Type: 401(k)
- Total Participants: 158
- Total Assets: $14.3M
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 | 158 | $14.3M | $526,269 | $1.6M |
| 2023 | 148 | $10.9M | $479,716 | $1.4M |
| 2022 | 143 | $7.4M | $395,115 | $1.1M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INS CO AMERICA | RECORDKEEPER | $21,728 | — | $21,728 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MANAGER | $6,371 | — | $6,371 |
| SMITH + HOWARD | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,099
- Estimated Expense Ratio: 0.197% 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 | $28,099 | $6,371 | — | — | — |
| 2023 | $19,769 | $3,650 | — | — | — |
| 2022 | $11,991 | — | $11,991 | — | — |