Plan Snapshot
- Plan Sponsor: O'Kelley & Sorohan Attorneys At Law, LLC
- Sponsor EIN: 582577994
- Sponsor Address: 2170 SATELLITE BLVD STE375, DULUTH, GA, 300974983
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 287
- Total Assets: $10.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 287 | $10.3M | $0 | $0 |
| 2024 | 197 | $9.0M | $82,016 | $576,690 |
| 2023 | 185 | $7.3M | $83,189 | $583,150 |
| 2022 | 219 | $5.6M | $90,149 | $601,188 |
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 |
|---|---|---|---|---|
| JASON UNDERWOOD CPA, PLLC | 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 |
|---|---|---|---|---|---|
| 2025 | $942,628 | — | — | — | — |
| 2024 | $28,889 | — | — | — | — |
| 2023 | $26,464 | — | — | — | — |
| 2022 | $21,363 | — | — | — | — |