Plan Snapshot
- Plan Sponsor: Moore, Ingram, Johnson, & Steele, LLP
- Sponsor EIN: 582153374
- Sponsor Address: EMERSON OVERLOOK, MARIETTA, GA, 30060
- Plan Type: 401(k)
- Total Participants: 173
- Total Assets: $28.0M
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 | 173 | $28.0M | $429,966 | $932,373 |
| 2023 | 153 | $25.1M | $435,887 | $881,811 |
| 2022 | 139 | $21.0M | $399,383 | $824,322 |
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 |
|---|---|---|---|---|
| HENDERSON HUTCHERSON&MCCULLOUGH PLL | 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 |
|---|---|---|---|---|---|
| 2024 | $4,986 | — | $4,986 | — | — |
| 2023 | $2,036 | — | $2,036 | — | — |
| 2022 | $3,663 | — | $3,663 | — | — |