Plan Snapshot
- Plan Sponsor: The Conlan Company
- Sponsor EIN: 581751974
- Sponsor Address: 1850 PARKWAY PLACE, SUITE 1200, MARIETTA, GA, 30067
- Plan Type: 401(k)
- Total Participants: 621
- Total Assets: $21.4M
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 | 621 | $21.4M | $242,814 | $1.6M |
| 2023 | 785 | $17.8M | $222,194 | $1.4M |
| 2022 | 791 | $14.7M | $203,093 | $1.3M |
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 ADCOCK AND COMPANY | 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 | $17,883 | $14,583 | $2,600 | — | — |
| 2023 | $15,706 | $11,506 | $3,800 | — | — |
| 2022 | $13,521 | — | — | — | — |