Plan Snapshot
- Plan Sponsor: Mccalla Raymer Leibert Pierce, LLC
- Sponsor EIN: 582145201
- Sponsor Address: 1544 OLD ALABAMA RD., ROSWELL, GA, 30076
- Plan Type: 401(k)
- Total Participants: 246
- Total Assets: $41.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 246 | $41.5M | $951,928 | $2.0M |
| 2023 | 574 | $35.7M | $1.0M | $1.8M |
| 2022 | 512 | $29.1M | $781,537 | $1.2M |
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 |
|---|---|---|---|---|
| JASON UNDERWOOD CPA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JASON UNDERWOOD CPA, PLLC — 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 | $13,371 | — | — | — | — |
| 2023 | $5,212 | — | — | — | — |
| 2022 | $13,052 | — | — | — | — |