# Mauldin & Jenkins, LLC 401(k) Plan
Source: https://planprovider.pro/companies/mauldin-jenkins-llc-580692043-002

> Mauldin & Jenkins, LLC's 401(k) plan: 511 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mauldin & Jenkins, LLC

- **Sponsor EIN:** 580692043

- **Sponsor Address:** 200 GALLERIA PARKWAY SE, ATLANTA, GA, 303395946

- **Plan Type:** 401(k)

- **Plan Number:** 002

- **Total Participants:** 511

- **Total Assets:** $70.5M

## 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|511|$70.5M|$1.4M|$5.0M|

| 2023|511|$65.6M|$1.6M|$4.6M|

| 2022|518|$56.0M|$1.3M|$3.7M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|Recordkeeper|$42,310|—|$42,310|

| STRATEGIC ADVISORS, INC.|Investment Advisor|$25,250|—|$25,250|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — Recordkeeper

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — Investment Advisor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $67,560

- **Estimated Expense Ratio:** 0.096% 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|$67,560|$25,250|$300|—|—|

| 2023|$54,575|$16,176|—|—|—|

| 2022|$47,935|$12,193|—|—|—|

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