Plan Snapshot
- Plan Sponsor: Odgers Berndtson LLC
- Sponsor EIN: 452063148
- Sponsor Address: 1100 CONNECTICUT AVE NW STE 800, WASHINGTON, DC, 200364115
- Plan Type: 401(k)
- Total Participants: 71
- Total Assets: $6.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 71 | $6.5M | $259,854 | $627,956 |
| 2023 | 36 | $6.4M | $362,463 | $899,576 |
| 2022 | 113 | $5.2M | $401,961 | $996,747 |
| 2021 | 104 | $5.9M | $435,528 | $564,502 |
| 2020 | 108 | $5.2M | $306,764 | $534,883 |
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 |
|---|---|---|---|---|
| SMITH & HOWARD PC | 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 | $32,323 | $15,691 | — | — | — |
| 2023 | $28,316 | $13,524 | — | — | — |
| 2022 | $27,368 | — | — | — | — |
| 2021 | $1,144,916 | — | $20,789 | — | — |
| 2020 | — | — | — | — | — |