Plan Snapshot
- Plan Sponsor: Smith, Gambrell & Russell, LLP
- Sponsor EIN: 580967450
- Sponsor Address: 1105 W PEACHTREE ST. NE, SUITE 1000, ATLANTA, GA, 30309
- Plan Type: 401(k)
- Total Participants: 524
- Total Assets: $266.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 524 | $266.4M | $6.8M | $6.9M |
| 2023 | 563 | $229.2M | $7.0M | $7.0M |
| 2022 | 439 | $171.8M | $4.6M | $4.9M |
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 |
|---|---|---|---|---|
| WINDHAM BRANNON, LLC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINDHAM BRANNON, LLC. — Auditor
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 | $32,805 | — | — | — | — |
| 2023 | $30,044 | — | — | — | — |
| 2022 | $62,395 | — | — | — | — |