Plan Snapshot
- Plan Sponsor: Neel-Schaffer Engineers & Planners, INC.
- Sponsor EIN: 640875634
- Sponsor Address: 4450 OLD CANTON ROAD, JACKSON, MS, 39211
- Plan Type: 401(k)
- Total Participants: 603
- Total Assets: $96.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 603 | $96.2M | $2.4M | $5.3M |
| 2023 | 527 | $84.3M | $1.9M | $4.1M |
| 2022 | 471 | $65.4M | $1.7M | $3.5M |
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 |
|---|---|---|---|---|
| HARPER, RAINS, KNIGHT & COMPANY PA | 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 | $140,458 | $60,000 | $1,200 | — | — |
| 2023 | $129,833 | $60,000 | — | — | — |
| 2022 | $126,473 | — | — | — | — |