Plan Snapshot
- Plan Sponsor: Riverside Refreshments, INC.
- Sponsor EIN: 580915335
- Sponsor Address: 2719 MIKE PADGETT HIGHWAY, AUGUSTA, GA, 309063735
- Plan Type: 401(k)
- Total Participants: 131
- Total Assets: $10.8M
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 | 131 | $10.8M | $228,796 | $449,141 |
| 2023 | 112 | $8.5M | $220,521 | $405,006 |
| 2022 | 101 | $6.9M | $197,781 | $353,873 |
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 |
|---|---|---|---|---|
| SEROTTA MADDOX EVANS CPA | 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 | $2,412 | $312 | — | — | — |
| 2023 | $1,088 | $138 | — | — | — |
| 2022 | $892 | — | $892 | — | — |