Plan Snapshot
- Plan Sponsor: The Atlanta Botanical Garden, INC.
- Sponsor EIN: 581313284
- Sponsor Address: 1345 PIEDMONT AVENUE NE, ATLANTA, GA, 30309
- Plan Type: 403(b)
- Total Participants: 199
- Total Assets: $8.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 199 | $8.1M | $436,776 | $515,930 |
| 2023 | 211 | $6.4M | $373,022 | $450,886 |
| 2022 | 176 | $5.6M | $260,519 | $354,478 |
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 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 | $25,830 | — | $25,830 | — | — |
| 2023 | $22,945 | — | $22,945 | — | — |
| 2022 | $26,801 | — | $26,801 | — | — |