Plan Snapshot
- Plan Sponsor: Primus Software Corporation
- Sponsor EIN: 582227043
- Sponsor Address: 3061 PEACHTREE INDUSTRIAL BLVD., DULUTH, GA, 300978621
- Plan Type: 401(k)
- Total Participants: 89
- Total Assets: $5.0M
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 | 89 | $5.0M | $6,572 | $283,064 |
| 2023 | 94 | $4.5M | $14,922 | $348,901 |
| 2022 | 126 | $3.8M | $14,847 | $516,029 |
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 |
|---|---|---|---|---|
| SMITH & HOWARD, PC | 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 | $5,255 | — | $5,255 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $4,810 | — | $4,810 | — | — |