Plan Snapshot
- Plan Sponsor: Robert W Woodruff Library Of The Atlanta University Center, INC.
- Sponsor EIN: 200267588
- Sponsor Address: 111 JAMES P BRAWLEY DRIVE SW, ATLANTA, GA, 303144207
- Plan Type: 401(k)
- Total Participants: 66
- Total Assets: $8.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 66 | $8.9M | $186,265 | $247,812 |
| 2023 | 56 | $9.0M | $168,739 | $257,199 |
| 2022 | 58 | $7.9M | $161,657 | $237,482 |
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 | $454 | — | $454 | — | — |
| 2023 | $150 | — | $150 | — | — |
| 2022 | $125 | — | $125 | — | — |