Plan Snapshot
- Plan Sponsor: Resurgens, P.C.
- Sponsor EIN: 581661116
- Sponsor Address: 5671 PEACHTREE DUNWOODY ROAD NE, ATLANTA, GA, 33042
- Plan Type: 401(k)
- Total Participants: 1,029
- Total Assets: $187.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 1,029 | $187.3M | $6.8M | $6.0M |
| 2022 | 945 | $175.5M | $5.7M | $4.9M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $309,826 | — | $309,826 |
| SAGEVIEW ADVISORY GROUP, LLC | Investment Advisor | $57,000 | — | $57,000 |
| G W HENSSLER & ASSOCIATES LTD | Investment Advisor | $38,648 | — | $38,648 |
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | $31,000 | — | $31,000 |
| HB WEALTH MANAGEMENT LLC | Investment Advisor | $22,712 | — | $22,712 |
| CORIENT PRIVATE WEALTH LLC | Investment Advisor | $19,310 | — | $19,310 |
| WAYPOINT WEALTH COUNSEL LLC | Investment Advisor | $18,338 | — | $18,338 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
- SAGEVIEW ADVISORY GROUP, LLC — Investment Advisor
- GLOBAL RETIREMENT PARTNERS LLC — Investment Advisor
- CORIENT PRIVATE WEALTH LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $496,834
- Estimated Expense Ratio: 0.265% 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 |
|---|---|---|---|---|---|
| 2023 | $253,749 | $94,867 | — | $3,969 | — |
| 2022 | $289,466 | $137,940 | — | — | $6,500 |