Plan Snapshot
- Plan Sponsor: S.B.J.S., P.C.
- Sponsor EIN: 200870135
- Sponsor Address: 1500 ROSS CLARK CIRCLE SE, DOTHAN, AL, 36301
- Plan Type: 401(k)
- Total Participants: 119
- Total Assets: $42.0M
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. |
|---|---|---|---|---|
| 2024 | 119 | $42.0M | $1.1M | $685,190 |
| 2023 | 113 | $36.8M | $1.1M | $691,767 |
| 2022 | 115 | $35.1M | $971,295 | $634,708 |
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 |
|---|---|---|---|---|
| CAPSOUTH PARTNERS | INVESTMENT ADVISOR | $39,171 | — | $39,171 |
| EMPOWER ANNUITY INS COMPANY | RECODKEEPER | $18,744 | — | $18,744 |
| EGPS, LLC | TPA | $10,763 | — | $10,763 |
| MCDANIEL AND ASSOCIATES PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCDANIEL AND ASSOCIATES PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,678
- Estimated Expense Ratio: 0.163% 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 | $59,238 | — | $47,511 | — | — |
| 2023 | $50,875 | $2,972 | — | — | — |
| 2022 | $62,563 | — | $59,397 | — | $3,166 |