Plan Snapshot
- Plan Sponsor: Royston LLC
- Sponsor EIN: 582424598
- Sponsor Address: 1 PICKROY ROAD, JASPER, GA, 30143
- Plan Type: 401(k)
- Total Participants: 971
- Total Assets: $55.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 971 | $55.6M | $995,329 | $3.7M |
| 2023 | 1,033 | $49.9M | $961,648 | $3.2M |
| 2022 | 802 | $40.0M | $991,105 | $3.2M |
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 |
|---|---|---|---|---|
| GRANT THORNTON LLP | ACCOUNTANT/AUDITOR | $127,624 | — | $127,624 |
| MORGAN STANLEY SMITH BARNEY | ADVISOR | — | $110,291 | $110,291 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON LLP — ACCOUNTANT/AUDITOR
- MORGAN STANLEY SMITH BARNEY — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $237,915
- Estimated Expense Ratio: 0.428% 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 | $98,120 | — | — | $127,624 | — |
| 2023 | -$36,469 | — | — | — | — |
| 2022 | -$29,242 | — | — | — | — |