Plan Snapshot
- Plan Sponsor: Peach State Roofing, INC.
- Sponsor EIN: 581920786
- Sponsor Address: 1655-A SPECTRUM DRIVE, LAWRENCEVILLE, GA, 30043
- Plan Type: 401(k)
- Total Participants: 139
- Total Assets: $10.3M
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 | 139 | $10.3M | $380,197 | $643,925 |
| 2023 | 133 | $8.4M | $339,311 | $585,361 |
| 2022 | 113 | $6.9M | $273,262 | $500,022 |
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 |
|---|---|---|---|---|
| MARSHALL JONES | 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 | $525,798 | — | — | — | — |
| 2023 | $698,753 | — | — | — | — |
| 2022 | $5,099 | — | $5,099 | — | — |