Plan Snapshot
- Plan Sponsor: Plaid Enterprises, INC.
- Sponsor EIN: 581989103
- Sponsor Address: 3225 WESTECH DRIVE NW, PEACHTREE CORNERS, GA, 30092
- Plan Type: 401(k)
- Total Participants: 396
- Total Assets: $37.8M
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 | 396 | $37.8M | $1.4M | $1.8M |
| 2023 | 378 | $33.9M | $1.3M | $1.6M |
| 2022 | 381 | $31.1M | $1.3M | $1.5M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $52,389 | — | $52,389 |
| WILLIAMS, BENATOR AND LIBBY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- WILLIAMS, BENATOR AND LIBBY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,389
- Estimated Expense Ratio: 0.139% of plan assets
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 | $52,389 | — | $52,389 | — | — |
| 2023 | $46,922 | — | $46,922 | — | — |
| 2022 | $35,843 | — | $35,843 | — | — |