Plan Snapshot
- Plan Sponsor: Perry Solutions LLC
- Sponsor EIN: 852878146
- Sponsor Address: 316 SYMPHONY WAY, SMYRNA, GA, 30080
- Plan Type: 401(k)
- Total Participants: 135
- Total Assets: $319,187
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 135 | $319,187 | $70,888 | $128,533 |
| 2023 | 140 | $203,402 | $61,369 | $108,221 |
| 2022 | 55 | $38,518 | $13,208 | $24,936 |
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 |
|---|---|---|---|---|
| CJ CPAS PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CJ CPAS PLLC — 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 | $1,276 | $1,276 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |