Plan Snapshot
- Plan Sponsor: Ogletree Deakins Nash Smoak & Stewart
- Sponsor EIN: 571044820
- Sponsor Address: 300 NORTH MAIN STREET, GREENVILLE, SC, 29602
- Plan Type: DC
- Total Participants: 2,325
- Total Assets: $248.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 2,325 | $248.5M | $15.0M | $0 |
| 2023 | 2,275 | $221.8M | $14.0M | $0 |
| 2022 | 2,301 | $190.9M | $12.3M | $0 |
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 | $60,849 | $32,974 | — | — | — |
| 2023 | $26,905 | $27,516 | — | — | — |
| 2022 | $68,056 | $32,988 | — | — | — |