Plan Snapshot
- Plan Sponsor: Smallwood, Reynolds, Stewart,
- Sponsor EIN: 581353898
- Sponsor Address: 3495 PIEDMONT RD NE BLDG 10 STE 700, ATLANTA, GA, 30305
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 56
- Total Assets: $11.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 56 | $11.8M | $0 | $573,010 |
| 2024 | 57 | $11.5M | $0 | $611,642 |
| 2023 | 75 | $13.5M | $0 | $672,410 |
| 2022 | 82 | $12.0M | $0 | $711,227 |
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 |
|---|---|---|---|---|
| EIDE BAILLY, 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 |
|---|---|---|---|---|---|
| 2025 | $1,571,775 | — | — | — | — |
| 2024 | $33,578 | — | $33,578 | — | — |
| 2023 | $31,393 | $7,599 | $22,198 | — | — |
| 2022 | $35,942 | $22,971 | $12,163 | — | $808 |