Plan Snapshot
- Plan Sponsor: New Benevis, INC
- Sponsor EIN: 201670242
- Sponsor Address: 210 INTERSTATE N. PARKWAY, ALTANTA, GA, 30339
- Plan Type: 401(k)
- Total Participants: 2,441
- Total Assets: $79.1M
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 | 2,441 | $79.1M | $1.2M | $8.1M |
| 2023 | 2,372 | $70.7M | $1.1M | $7.8M |
| 2022 | 2,554 | $61.6M | $2.6M | $8.0M |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — 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 | $370,540 | — | $370,540 | — | — |
| 2023 | $376,545 | — | $376,545 | — | — |
| 2022 | $396,158 | — | $396,158 | — | — |