Plan Snapshot
- Plan Sponsor: The Longstreet Clinic, P.C.
- Sponsor EIN: 582117020
- Sponsor Address: 725 JESSE JEWEL PKWY, SUITE 250, GAINESVILLE, GA, 30501
- Plan Type: 401(k)
- Total Participants: 610
- Total Assets: $143.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 610 | $143.0M | $5.1M | $3.1M |
| 2023 | 614 | $132.1M | $4.7M | $3.0M |
| 2022 | 575 | $119.0M | $4.5M | $2.8M |
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 |
|---|---|---|---|---|
| WARREN AVERETT, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WARREN AVERETT, LLC — 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 | $191,424 | $5,000 | $183,374 | — | — |
| 2023 | $204,492 | $5,000 | $196,342 | — | — |
| 2022 | $193,693 | — | — | — | — |