Plan Snapshot
- Plan Sponsor: Moore, Colson & Company, P.C.
- Sponsor EIN: 581653941
- Sponsor Address: 600 GALLERIA PARKWAY SE, STE. 600, ATLANTA, GA, 30339
- Plan Type: 401(k)
- Total Participants: 171
- Total Assets: $31.5M
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 | 171 | $31.5M | $635,612 | $1.9M |
| 2023 | 176 | $25.3M | $580,218 | $1.8M |
| 2022 | 135 | $19.8M | $454,848 | $1.5M |
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 |
|---|---|---|---|---|
| LPL FINANCIAL RPCP | SHARE HOLDER SERVICE PRO | $51,617 | — | $51,617 |
| ASCENSUS, LLC | CONTRACT ADMINISTRATOR | $17,718 | $57 | $17,775 |
| PLANMARK FINANCIAL GROUP, INC. | THIRD PARTY ADMINISTRATO | $6,270 | — | $6,270 |
| BAUKNIGHT PIETRAS & STORMER P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASCENSUS, LLC — CONTRACT ADMINISTRATOR
- BAUKNIGHT PIETRAS & STORMER P.A. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $75,662
- Estimated Expense Ratio: 0.240% 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 | $78,440 | — | — | — | — |
| 2023 | $68,758 | — | — | — | — |
| 2022 | $90,049 | — | — | — | — |