Plan Snapshot
- Plan Sponsor: Nichols Cauley & Associates, LLC
- Sponsor EIN: 582475857
- Sponsor Address: 1300 BELLEVUE AVENUE, DUBLIN, GA, 310214152
- Plan Type: 401(k)
- Total Participants: 204
- Total Assets: $34.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 204 | $34.6M | $838,777 | $1.8M |
| 2023 | 199 | $29.9M | $665,063 | $1.5M |
| 2022 | 144 | $26.2M | $648,157 | $1.7M |
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 |
|---|---|---|---|---|
| WATKINS UIBERALL, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WATKINS UIBERALL, PLLC — 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 | $33,606 | — | — | — | — |
| 2023 | $25,792 | — | — | — | — |
| 2022 | $575 | — | — | — | — |