Plan Snapshot
- Plan Sponsor: Metro Atlanta Recovery Residen
- Sponsor EIN: 237442673
- Sponsor Address: 2815 CLEARVIEW PLACE, ATLANTA, GA, 30340
- Plan Type: 401(k)
- Total Participants: 79
- Total Assets: $1.4M
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. |
|---|---|---|---|---|
| 2023 | 79 | $1.4M | $34,647 | $135,046 |
| 2022 | 77 | $1.1M | $28,570 | $172,342 |
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 |
|---|---|---|---|---|
| MARSHALL JONES | 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 |
|---|---|---|---|---|---|
| 2023 | $10,339 | — | $9,479 | — | — |
| 2022 | $13,604 | — | $9,104 | — | $4,500 |