Plan Snapshot
- Plan Sponsor: Sizemore, INC.
- Sponsor EIN: 581026894
- Sponsor Address: 2003 GORDON HWY, AUGUSTA, GA, 309094408
- Plan Type: 401(k)
- Total Participants: 9,520
- Total Assets: $4.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 9,520 | $4.1M | $209,201 | $343,805 |
| 2023 | 6,790 | $3.2M | $168,049 | $295,609 |
| 2022 | 2,402 | $2.9M | $139,608 | $237,085 |
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 |
|---|---|---|---|---|
| SEROTTA MADDOCK EVANS & CO. CPAS | 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 | $1,343 | — | — | — | — |
| 2023 | $1,049 | — | — | — | — |
| 2022 | $2,759 | — | $856 | — | — |