Plan Snapshot
- Plan Sponsor: Talley Construction Company, INC.
- Sponsor EIN: 621462015
- Sponsor Address: 1751 MCFARLAND AVENUE, ROSSVILLE, GA, 30741
- Plan Type: 401(k)
- Total Participants: 260
- Total Assets: $17.6M
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 | 260 | $17.6M | $385,598 | $661,880 |
| 2023 | 263 | $15.3M | $332,474 | $635,747 |
| 2022 | 246 | $12.6M | $311,615 | $580,021 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $115,064 | $110,477 | — | — | — |
| 2023 | $89,107 | $89,107 | — | — | — |
| 2022 | $87,033 | — | $87,033 | — | — |