Plan Snapshot
- Plan Sponsor: Newcomb & Boyd
- Sponsor EIN: 580876245
- Sponsor Address: 303 PEACHTREE CENTER AVE. NE, ATLANTA, GA, 30303
- Plan Type: 401(k)
- Total Participants: 283
- Total Assets: $42.6M
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 | 283 | $42.6M | $608,513 | $2.6M |
| 2023 | 267 | $35.9M | $711,161 | $2.3M |
| 2022 | 229 | $30.6M | $457,700 | $2.0M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY 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 | $142,858 | $77,864 | $4,756 | — | — |
| 2023 | $114,967 | $64,929 | $2,500 | — | — |
| 2022 | $97,848 | — | — | — | $97,848 |