Plan Snapshot
- Plan Sponsor: Ssrg Holdings, LLC
- Sponsor EIN: 810810129
- Sponsor Address: 2839 PACES FERRY RD., STE 500, ATLANTA, GA, 30339
- Plan Type: 401(k)
- Total Participants: 1,171
- Total Assets: $1.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,171 | $1.5M | $251,873 | $439,517 |
| 2023 | 790 | $738,285 | $196,952 | $329,411 |
| 2022 | 640 | $191,145 | $48,848 | $124,971 |
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 |
|---|---|---|---|---|
| SMITH + HOWARD | 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 | $123,405 | — | $24,858 | — | — |
| 2023 | $63,282 | — | $12,842 | — | — |
| 2022 | $1,214 | — | $1,214 | — | — |