Plan Snapshot
- Plan Sponsor: Southern Crown Partners, LLC
- Sponsor EIN: 260397238
- Sponsor Address: 243 OCILLA HWY, FITZGERALD, GA, 31750
- Plan Type: 401(k)
- Total Participants: 700
- Total Assets: $33.6M
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 | 700 | $33.6M | $1.0M | $2.4M |
| 2023 | 706 | $29.0M | $681,734 | $2.1M |
| 2022 | 716 | $21.6M | $668,483 | $1.7M |
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 |
|---|---|---|---|---|
| ASCENSUS LLC | NONE | $101,928 | — | $101,928 |
| ONE DIGITAL INVESTMENT ADVISORS | NONE | $62,428 | — | $62,428 |
| NEXTCAPITAL GROUP, INC. | NONE | $15,332 | — | $15,332 |
| WEBSTER ROGERS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEBSTER ROGERS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $179,688
- Estimated Expense Ratio: 0.534% of plan assets
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 | $179,689 | $77,761 | $101,928 | — | — |
| 2023 | $144,872 | $66,033 | $78,839 | — | — |
| 2022 | $135,892 | $67,120 | $68,772 | — | — |