Plan Snapshot
- Plan Sponsor: S.P. Richards Company
- Sponsor EIN: 581237213
- Sponsor Address: 4300 WILDWOOD PARKWAY, ATLANTA, GA, 30339
- Plan Type: 401(k)
- Total Participants: 1,235
- Total Assets: $66.8M
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 | 1,235 | $66.8M | $949,417 | $4.4M |
| 2023 | 1,297 | $63.8M | $1.0M | $4.4M |
| 2022 | 1,224 | $56.8M | $945,140 | $4.3M |
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 |
|---|---|---|---|---|
| CROWE LLP | 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 | $80,976 | — | — | — | — |
| 2023 | $84,984 | — | — | — | — |
| 2022 | $163,265 | — | $163,265 | — | — |