Plan Snapshot
- Plan Sponsor: Sovereign'S Engineering & Surveying Holdings, INC. Dba Gaskins Lecraw
- Sponsor EIN: 873024956
- Sponsor Address: 1266 POWDER SPRINGS ROAD, MARIETTA, GA, 30064
- Plan Type: 401(k)
- Total Participants: 161
- Total Assets: $10.6M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 161 | $10.6M | $331,998 | $736,526 |
| 2023 | 153 | $8.4M | $304,525 | $675,854 |
| 2022 | 142 | $7.0M | $271,555 | $590,079 |
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 |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS CO | RECORDKEEPER | $53,551 | — | $53,551 |
| MERRILL LYNCH LIFE AGENCY, INC. | INVESTMENT ADVISORY -PLA | $28,380 | — | $28,380 |
| DENT MOSES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE INS CO — RECORDKEEPER
- MERRILL LYNCH LIFE AGENCY, INC. — INVESTMENT ADVISORY -PLA
- DENT MOSES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $81,931
- Estimated Expense Ratio: 0.770% 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 | $83,806 | — | $83,806 | — | — |
| 2023 | $66,233 | — | $66,233 | — | — |
| 2022 | $60,830 | — | $60,830 | — | — |