Plan Snapshot
- Plan Sponsor: Pin Of Ga, LLC Dba Phoenix Systems
- Sponsor EIN: 463419037
- Sponsor Address: 6470 CORPORATE COURT, ALPHARETTA, GA, 300058001
- Plan Type: 401(k)
- Total Participants: 124
- Total Assets: $3.6M
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 | 124 | $3.6M | $255,242 | $449,011 |
| 2023 | 106 | $3.2M | $214,503 | $363,932 |
| 2022 | 103 | $2.5M | $186,536 | $331,757 |
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 |
|---|---|---|---|---|
| WILSON LEWIS ATTESTATION SERVICES | 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 | $32,182 | — | $32,182 | — | — |
| 2023 | $26,105 | — | $26,105 | — | — |
| 2022 | $22,322 | — | $22,322 | — | — |