Plan Snapshot
- Plan Sponsor: See Rock City, INC.
- Sponsor EIN: 581595210
- Sponsor Address: 1400 PATTEN ROAD, LOOKOUT MOUNTAIN, GA, 307502600
- Plan Type: 401(k)
- Total Participants: 188
- Total Assets: $6.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 188 | $6.8M | $657,810 | $284,870 |
| 2023 | 97 | $6.0M | $633,624 | $197,606 |
| 2022 | 81 | $4.6M | $442,991 | $210,894 |
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 | 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 | $220 | — | — | — | — |
| 2023 | $110 | — | — | — | — |
| 2022 | $30,924 | — | — | — | — |