Plan Snapshot
- Plan Sponsor: Refrigiwear, LLC
- Sponsor EIN: 112010909
- Sponsor Address: 54 BREAKSTONE DRIVE, DAHLONEGA, GA, 30533
- Plan Type: 401(k)
- Total Participants: 137
- Total Assets: $9.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 137 | $9.3M | $306,270 | $628,638 |
| 2023 | 135 | $6.7M | $347,654 | $673,558 |
| 2022 | 160 | $6.6M | $341,572 | $646,406 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $37,916 | — | $37,916 |
| REGIONS FINANCIAL CORPORATION | OTHER | $15,236 | — | $15,236 |
| WINDHAM BRANNON LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINDHAM BRANNON LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,152
- Estimated Expense Ratio: 0.573% 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 | $40,473 | $2,557 | — | — | — |
| 2023 | $43,653 | $350 | — | $8,995 | — |
| 2022 | $49,300 | $25,769 | $7,973 | — | $13,116 |