Plan Snapshot
- Plan Sponsor: Ogletree, Deakins, Nash, Smoak & Stewart
- Sponsor EIN: 571044820
- Sponsor Address: 300 NORTH MAIN STREET, GREENVILLE, SC, 29602
- Plan Type: 401(k)
- Total Participants: 2,351
- Total Assets: $398.4M
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 | 2,351 | $398.4M | $2.1M | $25.3M |
| 2023 | 2,315 | $341.7M | $2.1M | $23.5M |
| 2022 | 2,318 | $283.3M | $1.8M | $14.8M |
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 |
|---|---|---|---|---|
| ELLIOTT DAVIS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ELLIOTT DAVIS LLC — 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 | $199,961 | $167,802 | — | — | — |
| 2023 | $184,725 | $137,801 | — | — | — |
| 2022 | $144,391 | $126,305 | — | — | — |