Plan Snapshot
- Plan Sponsor: Ted'S Montana Grill, INC.
- Sponsor EIN: 582629149
- Sponsor Address: 133 LUCKIE STREET, NORTHWEST, ATLANTA, GA, 30303
- Plan Type: 401(k)
- Total Participants: 568
- Total Assets: $6.9M
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 | 568 | $6.9M | $171,169 | $506,899 |
| 2023 | 872 | $6.5M | $161,461 | $463,858 |
| 2022 | 1,143 | $6.2M | $171,686 | $508,485 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN, LLP — 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 | $52,849 | $33,840 | — | — | — |
| 2023 | $56,437 | $116 | $30,320 | — | — |
| 2022 | $59,975 | $59,454 | $521 | — | — |